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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 | $253,674 | $111,535+127.4% | $105,223+141.1% | $137,256+84.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.58% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $6,729 | $3,939+70.8% | $3,689+82.4% | $4,156+61.9% |
| Participant deferral / active EE | $8,119 | $5,500+47.6% | $5,072+60.1% | $6,407+26.7% |
| Admin fee / account holder | $545 | $9,721-94.4% | $8,859-93.8% | $12,270-95.6% |