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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 | $294,066 | $185,312+58.7% | $161,489+82.1% | $154,746+90.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.34% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $13,042 | $4,769+173.5% | $4,268+205.5% | $4,379+197.8% |
| Participant deferral / active EE | $13,024 | $6,350+105.1% | $5,630+131.3% | $6,730+93.5% |
| Admin fee / account holder | $8,500 | $18,654-54.4% | $16,006-46.9% | $14,365-40.8% |