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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 | $357,590 | $154,228+131.9% | $145,433+145.9% | $137,256+160.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.54% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $4,032 | $4,804-16.1% | $4,554-11.5% | $4,156-3.0% |
| Participant deferral / active EE | $10,161 | $8,216+23.7% | $7,897+28.7% | $6,407+58.6% |
| Admin fee / account holder | $1,196 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |