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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 | $285,535 | $201,370+41.8% | $184,256+55.0% | $145,897+95.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.66% | 29.05%-21.4pp | 28.85%-21.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $5,735 | $7,024-18.3% | $6,427-10.8% | $4,663+23.0% |
| Participant deferral / active EE | $24,166 | $9,808+146.4% | $9,133+164.6% | $6,689+261.3% |
| Admin fee / account holder | $8,166 | $16,364-50.1% | $13,899-41.2% | $13,390-39.0% |