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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 | $172,111+70.9% | $150,298+95.7% | $137,256+114.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.34% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-211.0pp |
| Employer contribution / active EE | $13,042 | $4,636+181.3% | $4,154+213.9% | $4,156+213.8% |
| Participant deferral / active EE | $13,024 | $6,166+111.2% | $5,453+138.9% | $6,407+103.3% |
| Admin fee / account holder | $8,500 | $16,471-48.4% | $14,116-39.8% | $12,270-30.7% |