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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 | $278,711 | $148,582+87.6% | $135,942+105.0% | $139,456+99.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.78% | 79.26%-70.5pp | 68.28%-59.5pp | 373.45%-364.7pp |
| Employer contribution / active EE | $1,157 | $5,245-77.9% | $4,858-76.2% | $4,753-75.7% |
| Participant deferral / active EE | $5,800 | $8,101-28.4% | $7,759-25.2% | $6,711-13.6% |
| Admin fee / account holder | $675 | $12,402-94.6% | $10,764-93.7% | $11,407-94.1% |