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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 | $366,596 | $154,228+137.7% | $145,433+152.1% | $137,256+167.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.97% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $3,122 | $4,804-35.0% | $4,554-31.5% | $4,156-24.9% |
| Participant deferral / active EE | $5,942 | $8,216-27.7% | $7,897-24.8% | $6,407-7.3% |
| Admin fee / account holder | $20,012 | $14,344+39.5% | $13,129+52.4% | $12,270+63.1% |