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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 | $434,789 | $156,398+178.0% | $147,318+195.1% | $138,895+213.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.84% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $3,638 | $4,853-25.0% | $4,593-20.8% | $4,194-13.3% |
| Participant deferral / active EE | $15,841 | $8,237+92.3% | $7,906+100.4% | $6,396+147.7% |
| Admin fee / account holder | $1,558 | $14,976-89.6% | $13,708-88.6% | $12,562-87.6% |