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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 | $181,062+138.5% | $158,223+172.9% | $155,188+178.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.95% | 57.39%-49.4pp | 52.09%-44.1pp | 148.84%-140.9pp |
| Employer contribution / active EE | $2,671 | $4,565-41.5% | $4,109-35.0% | $4,248-37.1% |
| Participant deferral / active EE | $7,347 | $6,134+19.8% | $5,467+34.4% | $6,531+12.5% |
| Admin fee / account holder | $9,666 | $18,825-48.7% | $16,047-39.8% | $14,480-33.2% |