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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 | $276,360 | $174,379+58.5% | $152,093+81.7% | $138,895+99.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.97% | 74.86%-64.9pp | 66.36%-56.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,667 | $4,652-64.2% | $4,175-60.1% | $4,194-60.3% |
| Participant deferral / active EE | $9,909 | $6,159+60.9% | $5,451+81.8% | $6,396+54.9% |
| Admin fee / account holder | $999 | $16,880-94.1% | $14,497-93.1% | $12,562-92.1% |