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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 | $259,570 | $174,379+48.9% | $152,093+70.7% | $138,895+86.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.46% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,650 | $4,652-43.0% | $4,175-36.5% | $4,194-36.8% |
| Participant deferral / active EE | $18,538 | $6,159+201.0% | $5,451+240.1% | $6,396+189.8% |
| Admin fee / account holder | $476 | $16,880-97.2% | $14,497-96.7% | $12,562-96.2% |