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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 | $274,850 | $154,228+78.2% | $145,433+89.0% | $137,256+100.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.89% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $4,840 | $4,804+0.7% | $4,554+6.3% | $4,156+16.5% |
| Participant deferral / active EE | $6,263 | $8,216-23.8% | $7,897-20.7% | $6,407-2.2% |
| Admin fee / account holder | $2,200 | $14,344-84.7% | $13,129-83.2% | $12,270-82.1% |