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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 | $390,232 | $157,304+148.1% | $141,197+176.4% | $152,909+155.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.13% | 64.34%-52.2pp | 71.41%-59.3pp | 345.46%-333.3pp |
| Employer contribution / active EE | $3,720 | $5,263-29.3% | $4,736-21.5% | $4,764-21.9% |
| Participant deferral / active EE | $6,001 | $7,111-15.6% | $6,710-10.6% | $5,851+2.6% |
| Admin fee / account holder | $2,340 | $12,126-80.7% | $10,265-77.2% | $11,601-79.8% |