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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 | $361,484 | $154,228+134.4% | $145,433+148.6% | $137,256+163.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.64% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,286 | $4,804-73.2% | $4,554-71.8% | $4,156-69.0% |
| Participant deferral / active EE | $11,091 | $8,216+35.0% | $7,897+40.4% | $6,407+73.1% |
| Admin fee / account holder | $18,097 | $14,344+26.2% | $13,129+37.8% | $12,270+47.5% |