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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 | $391,668 | $154,228+154.0% | $145,433+169.3% | $137,256+185.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.09% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $4,749 | $4,804-1.1% | $4,554+4.3% | $4,156+14.3% |
| Participant deferral / active EE | $10,889 | $8,216+32.5% | $7,897+37.9% | $6,407+70.0% |
| Admin fee / account holder | $2,152 | $14,344-85.0% | $13,129-83.6% | $12,270-82.5% |