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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 | $338,227 | $154,228+119.3% | $145,433+132.6% | $137,256+146.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.26% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,015 | $4,804-37.2% | $4,554-33.8% | $4,156-27.4% |
| Participant deferral / active EE | $14,175 | $8,216+72.5% | $7,897+79.5% | $6,407+121.3% |
| Admin fee / account holder | $1,977 | $14,344-86.2% | $13,129-84.9% | $12,270-83.9% |