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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 | $280,033 | $174,379+60.6% | $152,093+84.1% | $138,895+101.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.64% | 74.86%-65.2pp | 66.36%-56.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $10,697 | $4,652+130.0% | $4,175+156.2% | $4,194+155.0% |
| Participant deferral / active EE | $12,283 | $6,159+99.4% | $5,451+125.3% | $6,396+92.0% |
| Admin fee / account holder | $7,044 | $16,880-58.3% | $14,497-51.4% | $12,562-43.9% |