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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 | $262,225 | $165,361+58.6% | $149,715+75.1% | $158,950+65.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.00% | 348.24%-343.2pp | 276.66%-271.7pp | 302.91%-297.9pp |
| Employer contribution / active EE | $8,562 | $5,103+67.8% | $4,645+84.3% | $4,762+79.8% |
| Participant deferral / active EE | $9,323 | $7,182+29.8% | $6,842+36.3% | $5,983+55.8% |
| Admin fee / account holder | $1,486 | $10,808-86.3% | $9,310-84.0% | $11,248-86.8% |