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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 | $350,849 | $154,228+127.5% | $145,433+141.2% | $137,256+155.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.34% | 74.59%-64.3pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,560 | $4,804-25.9% | $4,554-21.8% | $4,156-14.3% |
| Participant deferral / active EE | $7,233 | $8,216-12.0% | $7,897-8.4% | $6,407+12.9% |
| Admin fee / account holder | $977 | $14,344-93.2% | $13,129-92.6% | $12,270-92.0% |