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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 | $393,183 | $172,111+128.4% | $150,298+161.6% | $137,256+186.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.09% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $12,334 | $4,636+166.0% | $4,154+196.9% | $4,156+196.8% |
| Participant deferral / active EE | $15,377 | $6,166+149.4% | $5,453+182.0% | $6,407+140.0% |
| Admin fee / account holder | $3,220 | $16,471-80.4% | $14,116-77.2% | $12,270-73.8% |