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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 | $293,115 | $223,823+31.0% | $211,142+38.8% | $154,746+89.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.15% | 50.39%-41.2pp | 46.84%-37.7pp | 172.34%-163.2pp |
| Employer contribution / active EE | $5,740 | $6,787-15.4% | $6,442-10.9% | $4,379+31.1% |
| Participant deferral / active EE | $10,342 | $9,750+6.1% | $9,284+11.4% | $6,730+53.7% |
| Admin fee / account holder | $35,107 | $19,707+78.1% | $19,076+84.0% | $14,365+144.4% |