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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 | $402,350 | $182,442+120.5% | $163,379+146.3% | $138,895+189.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 7.37% | 72.74%-65.4pp | 63.41%-56.0pp | 145.39%-138.0pp |
| Employer contribution / active EE | $15,873 | $4,159+281.6% | $3,752+323.0% | $4,194+278.4% |
| Participant deferral / active EE | $12,150 | $6,817+78.2% | $6,282+93.4% | $6,396+90.0% |
| Admin fee / account holder | $5,162 | $10,396-50.3% | $9,818-47.4% | $12,562-58.9% |