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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 | $352,858 | $155,555+126.8% | $146,866+140.3% | $155,188+127.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.66% | 115.41%-105.8pp | 102.85%-93.2pp | 148.84%-139.2pp |
| Employer contribution / active EE | $6,225 | $4,647+34.0% | $4,425+40.7% | $4,248+46.5% |
| Participant deferral / active EE | $7,825 | $8,044-2.7% | $7,759+0.9% | $6,531+19.8% |
| Admin fee / account holder | $2,813 | $14,755-80.9% | $13,620-79.3% | $14,480-80.6% |