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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 | $431,749 | $172,111+150.9% | $150,298+187.3% | $137,256+214.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.95% | 69.37%-61.4pp | 62.79%-54.8pp | 220.34%-212.4pp |
| Employer contribution / active EE | $2,671 | $4,636-42.4% | $4,154-35.7% | $4,156-35.7% |
| Participant deferral / active EE | $7,347 | $6,166+19.2% | $5,453+34.7% | $6,407+14.7% |
| Admin fee / account holder | $9,666 | $16,471-41.3% | $14,116-31.5% | $12,270-21.2% |