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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 | $156,398+93.0% | $147,318+104.9% | $138,895+117.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.23% | 78.75%-71.5pp | 70.43%-63.2pp | 145.39%-138.2pp |
| Employer contribution / active EE | $21,584 | $4,853+344.7% | $4,593+369.9% | $4,194+414.6% |
| Participant deferral / active EE | $11,125 | $8,237+35.1% | $7,906+40.7% | $6,396+73.9% |
| Admin fee / account holder | $2,785 | $14,976-81.4% | $13,708-79.7% | $12,562-77.8% |