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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 | $267,703 | $185,312+44.5% | $161,489+65.8% | $154,746+73.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.00% | 103.84%-93.8pp | 89.72%-79.7pp | 172.34%-162.3pp |
| Employer contribution / active EE | $4,434 | $4,769-7.0% | $4,268+3.9% | $4,379+1.3% |
| Participant deferral / active EE | $14,249 | $6,350+124.4% | $5,630+153.1% | $6,730+111.7% |
| Admin fee / account holder | $2,308 | $18,654-87.6% | $16,006-85.6% | $14,365-83.9% |