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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 | $364,605 | $156,398+133.1% | $147,318+147.5% | $138,895+162.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.20% | 78.75%-72.5pp | 70.43%-64.2pp | 145.39%-139.2pp |
| Employer contribution / active EE | $3,696 | $4,853-23.8% | $4,593-19.5% | $4,194-11.9% |
| Participant deferral / active EE | $22,184 | $8,237+169.3% | $7,906+180.6% | $6,396+246.8% |
| Admin fee / account holder | $14,184 | $14,976-5.3% | $13,708+3.5% | $12,562+12.9% |