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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 | $250,126 | $174,379+43.4% | $152,093+64.5% | $138,895+80.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.32% | 74.86%-69.5pp | 66.36%-61.0pp | 145.39%-140.1pp |
| Employer contribution / active EE | $2,860 | $4,652-38.5% | $4,175-31.5% | $4,194-31.8% |
| Participant deferral / active EE | $14,978 | $6,159+143.2% | $5,451+174.7% | $6,396+134.2% |
| Admin fee / account holder | $915 | $16,880-94.6% | $14,497-93.7% | $12,562-92.7% |