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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 | $375,275 | $183,516+104.5% | $155,534+141.3% | $145,884+157.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.14% | 61.43%-53.3pp | 64.92%-56.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $13,393 | $5,315+152.0% | $4,675+186.5% | $4,662+187.3% |
| Participant deferral / active EE | $8,300 | $6,467+28.4% | $5,630+47.4% | $6,690+24.1% |
| Admin fee / account holder | $3,679 | $19,293-80.9% | $15,900-76.9% | $13,392-72.5% |