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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 | $343,394 | $154,228+122.7% | $145,433+136.1% | $137,256+150.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.55% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $6,456 | $4,804+34.4% | $4,554+41.8% | $4,156+55.3% |
| Participant deferral / active EE | $12,912 | $8,216+57.1% | $7,897+63.5% | $6,407+101.5% |
| Admin fee / account holder | $787 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |