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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 | $373,301 | $172,111+116.9% | $150,298+148.4% | $137,256+172.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.61% | 69.37%-61.8pp | 62.79%-55.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,251 | $4,636-29.9% | $4,154-21.7% | $4,156-21.8% |
| Participant deferral / active EE | $12,033 | $6,166+95.2% | $5,453+120.7% | $6,407+87.8% |
| Admin fee / account holder | $744 | $16,471-95.5% | $14,116-94.7% | $12,270-93.9% |