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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 | $201,264+41.9% | $184,185+55.0% | $145,978+95.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.66% | 29.00%-21.3pp | 28.81%-21.1pp | 550.52%-542.9pp |
| Employer contribution / active EE | $5,735 | $7,021-18.3% | $6,426-10.7% | $4,662+23.0% |
| Participant deferral / active EE | $24,166 | $9,806+146.4% | $9,132+164.6% | $6,690+261.2% |
| Admin fee / account holder | $8,166 | $16,376-50.1% | $13,909-41.3% | $13,400-39.1% |