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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 | $162,136+111.7% | $152,301+125.3% | $154,746+121.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.90% | 91.02%-86.1pp | 80.50%-75.6pp | 172.34%-167.4pp |
| Employer contribution / active EE | $2,500 | $4,890-48.9% | $4,624-45.9% | $4,379-42.9% |
| Participant deferral / active EE | $5,476 | $8,341-34.4% | $8,004-31.6% | $6,730-18.6% |
| Admin fee / account holder | $20,672 | $15,759+31.2% | $14,398+43.6% | $14,365+43.9% |