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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 | $271,140 | $178,174+52.2% | $156,181+73.6% | $137,256+97.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.37% | 84.19%-75.8pp | 64.87%-56.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,391 | $4,972-31.8% | $4,294-21.0% | $4,156-18.4% |
| Participant deferral / active EE | $12,645 | $6,888+83.6% | $6,132+106.2% | $6,407+97.4% |
| Admin fee / account holder | $5,405 | $17,404-68.9% | $14,586-62.9% | $12,270-56.0% |