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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,700 | $154,228+64.5% | $145,433+74.4% | $137,256+84.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.59% | 74.59%-67.0pp | 66.58%-59.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $4,076 | $4,804-15.2% | $4,554-10.5% | $4,156-1.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $31,924 | $14,344+122.6% | $13,129+143.2% | $12,270+160.2% |