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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 | $316,408 | $178,174+77.6% | $156,181+102.6% | $137,256+130.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.44% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $4,770 | $4,972-4.0% | $4,294+11.1% | $4,156+14.8% |
| Participant deferral / active EE | $13,100 | $6,888+90.2% | $6,132+113.6% | $6,407+104.5% |
| Admin fee / account holder | $9,701 | $17,404-44.3% | $14,586-33.5% | $12,270-20.9% |