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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 | $283,581 | $185,905+52.5% | $170,057+66.8% | $139,487+103.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.55% | 60.56%-52.0pp | 53.42%-44.9pp | 373.84%-365.3pp |
| Employer contribution / active EE | $12,302 | $7,597+61.9% | $6,790+81.2% | $4,755+158.7% |
| Participant deferral / active EE | $7,500 | $11,627-35.5% | $10,411-28.0% | $6,713+11.7% |
| Admin fee / account holder | $1,178 | $15,397-92.3% | $12,826-90.8% | $11,407-89.7% |