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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 | $253,656 | $156,398+62.2% | $147,318+72.2% | $138,895+82.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.06% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $2,889 | $4,853-40.5% | $4,593-37.1% | $4,194-31.1% |
| Participant deferral / active EE | $9,750 | $8,237+18.4% | $7,906+23.3% | $6,396+52.4% |
| Admin fee / account holder | $1,474 | $14,976-90.2% | $13,708-89.2% | $12,562-88.3% |