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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 | $284,995 | $217,432+31.1% | $185,849+53.3% | $167,536+70.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.19% | 148.42%-140.2pp | 122.10%-113.9pp | 478.82%-470.6pp |
| Employer contribution / active EE | $10,233 | $5,875+74.2% | $5,169+98.0% | $4,839+111.5% |
| Participant deferral / active EE | $7,390 | $6,357+16.2% | $5,569+32.7% | $6,342+16.5% |
| Admin fee / account holder | $1,347 | $19,818-93.2% | $16,244-91.7% | $12,315-89.1% |