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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 | $162,136+89.2% | $152,301+101.4% | $154,746+98.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.77% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $26,136 | $4,890+434.4% | $4,624+465.2% | $4,379+496.8% |
| Participant deferral / active EE | $19,320 | $8,341+131.6% | $8,004+141.4% | $6,730+187.1% |
| Admin fee / account holder | $398 | $15,759-97.5% | $14,398-97.2% | $14,365-97.2% |