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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 | $410,747 | $217,432+88.9% | $185,849+121.0% | $167,536+145.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.55% | 148.42%-139.9pp | 122.10%-113.5pp | 478.82%-470.3pp |
| Employer contribution / active EE | $4,879 | $5,875-16.9% | $5,169-5.6% | $4,839+0.8% |
| Participant deferral / active EE | $2,600 | $6,357-59.1% | $5,569-53.3% | $6,342-59.0% |
| Admin fee / account holder | $15,283 | $19,818-22.9% | $16,244-5.9% | $12,315+24.1% |