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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 | $306,776 | $154,228+98.9% | $145,433+110.9% | $137,256+123.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.77% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $26,136 | $4,804+444.0% | $4,554+473.8% | $4,156+528.9% |
| Participant deferral / active EE | $19,320 | $8,216+135.1% | $7,897+144.6% | $6,407+201.6% |
| Admin fee / account holder | $398 | $14,344-97.2% | $13,129-97.0% | $12,270-96.8% |