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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 | $389,644 | $100,970+285.9% | $96,576+303.5% | $137,256+183.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.11% | 38.16%-27.1pp | 38.47%-27.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $10,065 | $3,809+164.2% | $3,553+183.3% | $4,156+142.2% |
| Participant deferral / active EE | $10,185 | $8,286+22.9% | $7,956+28.0% | $6,407+59.0% |
| Admin fee / account holder | $2,267 | $11,312-80.0% | $11,381-80.1% | $12,270-81.5% |