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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 | $402,160 | $154,228+160.8% | $145,433+176.5% | $137,256+193.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.81% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,238 | $4,804+9.0% | $4,554+15.0% | $4,156+26.0% |
| Participant deferral / active EE | $12,771 | $8,216+55.4% | $7,897+61.7% | $6,407+99.3% |
| Admin fee / account holder | $9,071 | $14,344-36.8% | $13,129-30.9% | $12,270-26.1% |