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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 | $258,538 | $201,372+28.4% | $184,260+40.3% | $145,884+77.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.34% | 29.04%-19.7pp | 28.84%-19.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $10,611 | $7,024+51.1% | $6,427+65.1% | $4,662+127.6% |
| Participant deferral / active EE | $14,028 | $9,808+43.0% | $9,133+53.6% | $6,690+109.7% |
| Admin fee / account holder | $1,590 | $16,362-90.3% | $13,898-88.6% | $13,392-88.1% |