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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 | $185,312+101.4% | $161,489+131.2% | $154,746+141.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.61% | 103.84%-96.2pp | 89.72%-82.1pp | 172.34%-164.7pp |
| Employer contribution / active EE | $3,251 | $4,769-31.8% | $4,268-23.8% | $4,379-25.8% |
| Participant deferral / active EE | $12,033 | $6,350+89.5% | $5,630+113.7% | $6,730+78.8% |
| Admin fee / account holder | $744 | $18,654-96.0% | $16,006-95.4% | $14,365-94.8% |