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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 | $343,188 | $154,228+122.5% | $145,433+136.0% | $137,256+150.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.90% | 74.59%-69.7pp | 66.58%-61.7pp | 220.34%-215.4pp |
| Employer contribution / active EE | $2,500 | $4,804-48.0% | $4,554-45.1% | $4,156-39.8% |
| Participant deferral / active EE | $5,476 | $8,216-33.4% | $7,897-30.7% | $6,407-14.5% |
| Admin fee / account holder | $20,672 | $14,344+44.1% | $13,129+57.5% | $12,270+68.5% |