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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 | $336,056 | $162,136+107.3% | $152,301+120.7% | $154,746+117.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.84% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $6,682 | $4,890+36.6% | $4,624+44.5% | $4,379+52.6% |
| Participant deferral / active EE | $5,336 | $8,341-36.0% | $8,004-33.3% | $6,730-20.7% |
| Admin fee / account holder | $6,003 | $15,759-61.9% | $14,398-58.3% | $14,365-58.2% |