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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 | $254,948 | $183,516+38.9% | $155,534+63.9% | $145,884+74.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.76% | 61.43%-55.7pp | 64.92%-59.2pp | 551.85%-546.1pp |
| Employer contribution / active EE | $15,181 | $5,315+185.6% | $4,675+224.7% | $4,662+225.6% |
| Participant deferral / active EE | $13,497 | $6,467+108.7% | $5,630+139.7% | $6,690+101.8% |
| Admin fee / account holder | $1,312 | $19,293-93.2% | $15,900-91.7% | $13,392-90.2% |