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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 | $265,002 | $172,111+54.0% | $150,298+76.3% | $137,256+93.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.33% | 69.37%-62.0pp | 62.79%-55.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $3,123 | $4,636-32.7% | $4,154-24.8% | $4,156-24.9% |
| Participant deferral / active EE | $12,564 | $6,166+103.8% | $5,453+130.4% | $6,407+96.1% |
| Admin fee / account holder | $168,467 | $16,471+922.8% | $14,116+1093.5% | $12,270+1273.0% |