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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 | $287,912 | $201,344+43.0% | $184,243+56.3% | $145,877+97.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.42% | 29.01%-19.6pp | 28.82%-19.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $5,531 | $7,022-21.2% | $6,427-13.9% | $4,663+18.6% |
| Participant deferral / active EE | $9,519 | $9,807-2.9% | $9,132+4.2% | $6,691+42.3% |
| Admin fee / account holder | $972 | $16,382-94.1% | $13,914-93.0% | $13,402-92.8% |