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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 | $362,751 | $209,336+73.3% | $197,124+84.0% | $137,256+164.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.03% | 48.09%-37.1pp | 44.34%-33.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,531 | $6,591-31.3% | $6,227-27.2% | $4,156+9.0% |
| Participant deferral / active EE | $15,034 | $9,614+56.4% | $9,135+64.6% | $6,407+134.7% |
| Admin fee / account holder | $6,470 | $17,308-62.6% | $16,298-60.3% | $12,270-47.3% |