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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 | $301,914 | $162,136+86.2% | $152,301+98.2% | $154,746+95.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.23% | 91.02%-83.8pp | 80.50%-73.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $21,584 | $4,890+341.4% | $4,624+366.7% | $4,379+392.9% |
| Participant deferral / active EE | $11,125 | $8,341+33.4% | $8,004+39.0% | $6,730+65.3% |
| Admin fee / account holder | $2,785 | $15,759-82.3% | $14,398-80.7% | $14,365-80.6% |