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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 | $282,895 | $176,105+60.6% | $159,474+77.4% | $167,536+68.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.04% | 331.91%-323.9pp | 263.68%-255.6pp | 478.82%-470.8pp |
| Employer contribution / active EE | $3,019 | $5,299-43.0% | $4,831-37.5% | $4,839-37.6% |
| Participant deferral / active EE | $16,580 | $7,751+113.9% | $7,353+125.5% | $6,342+161.4% |
| Admin fee / account holder | $11,826 | $12,559-5.8% | $10,802+9.5% | $12,315-4.0% |