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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 | $285,561 | $209,336+36.4% | $197,124+44.9% | $137,256+108.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.60% | 48.09%-36.5pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $11,248 | $6,591+70.7% | $6,227+80.6% | $4,156+170.6% |
| Participant deferral / active EE | $19,254 | $9,614+100.3% | $9,135+110.8% | $6,407+200.5% |
| Admin fee / account holder | $100,760 | $17,308+482.2% | $16,298+518.2% | $12,270+721.2% |