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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 | $300,746 | $223,823+34.4% | $211,142+42.4% | $154,746+94.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 7.11% | 50.39%-43.3pp | 46.84%-39.7pp | 172.34%-165.2pp |
| Employer contribution / active EE | $3,411 | $6,787-49.7% | $6,442-47.0% | $4,379-22.1% |
| Participant deferral / active EE | $11,091 | $9,750+13.7% | $9,284+19.5% | $6,730+64.8% |
| Admin fee / account holder | $12,736 | $19,707-35.4% | $19,076-33.2% | $14,365-11.3% |