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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 | $154,228+117.9% | $145,433+131.1% | $137,256+144.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.84% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $6,682 | $4,804+39.1% | $4,554+46.7% | $4,156+60.8% |
| Participant deferral / active EE | $5,336 | $8,216-35.1% | $7,897-32.4% | $6,407-16.7% |
| Admin fee / account holder | $6,003 | $14,344-58.2% | $13,129-54.3% | $12,270-51.1% |