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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 | $318,643 | $154,228+106.6% | $145,433+119.1% | $137,256+132.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.97% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,285 | $4,804-73.3% | $4,554-71.8% | $4,156-69.1% |
| Participant deferral / active EE | $28,559 | $8,216+247.6% | $7,897+261.6% | $6,407+345.8% |
| Admin fee / account holder | $12,153 | $14,344-15.3% | $13,129-7.4% | $12,270-1.0% |