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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 | $324,077 | $155,555+108.3% | $146,866+120.7% | $155,188+108.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.51% | 115.41%-110.9pp | 102.85%-98.3pp | 148.84%-144.3pp |
| Employer contribution / active EE | $3,803 | $4,647-18.2% | $4,425-14.0% | $4,248-10.5% |
| Participant deferral / active EE | $7,934 | $8,044-1.4% | $7,759+2.3% | $6,531+21.5% |
| Admin fee / account holder | $1,470 | $14,755-90.0% | $13,620-89.2% | $14,480-89.8% |