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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 | $253,982 | $154,228+64.7% | $145,433+74.6% | $137,256+85.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.26% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $3,044 | $4,804-36.6% | $4,554-33.2% | $4,156-26.8% |
| Participant deferral / active EE | $10,724 | $8,216+30.5% | $7,897+35.8% | $6,407+67.4% |
| Admin fee / account holder | $36,268 | $14,344+152.8% | $13,129+176.2% | $12,270+195.6% |