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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 | $300,790 | $156,398+92.3% | $147,318+104.2% | $138,895+116.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.56% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $6,484 | $4,853+33.6% | $4,593+41.2% | $4,194+54.6% |
| Participant deferral / active EE | $5,785 | $8,237-29.8% | $7,906-26.8% | $6,396-9.5% |
| Admin fee / account holder | $761 | $14,976-94.9% | $13,708-94.5% | $12,562-93.9% |