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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 | $320,896 | $156,398+105.2% | $147,318+117.8% | $138,895+131.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.71% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $4,479 | $4,853-7.7% | $4,593-2.5% | $4,194+6.8% |
| Participant deferral / active EE | $20,685 | $8,237+151.1% | $7,906+161.6% | $6,396+223.4% |
| Admin fee / account holder | $509 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |