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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 | $387,946 | $154,228+151.5% | $145,433+166.8% | $137,256+182.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.94% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $8,019 | $4,804+66.9% | $4,554+76.1% | $4,156+93.0% |
| Participant deferral / active EE | $18,716 | $8,216+127.8% | $7,897+137.0% | $6,407+192.1% |
| Admin fee / account holder | $21,358 | $14,344+48.9% | $13,129+62.7% | $12,270+74.1% |