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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 | $464,759 | $162,136+186.6% | $152,301+205.2% | $154,746+200.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.56% | 91.02%-82.5pp | 80.50%-71.9pp | 172.34%-163.8pp |
| Employer contribution / active EE | $3,036 | $4,890-37.9% | $4,624-34.4% | $4,379-30.7% |
| Participant deferral / active EE | $16,283 | $8,341+95.2% | $8,004+103.4% | $6,730+141.9% |
| Admin fee / account holder | $12,346 | $15,759-21.7% | $14,398-14.2% | $14,365-14.1% |