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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 | $332,929 | $154,228+115.9% | $145,433+128.9% | $137,256+142.6% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 10.93% | 74.59%-63.7pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $17,808 | $4,804+270.7% | $4,554+291.0% | $4,156+328.5% |
| Participant deferral / active EE | $11,193 | $8,216+36.2% | $7,897+41.7% | $6,407+74.7% |
| Admin fee / account holder | $104,718 | $14,344+630.1% | $13,129+697.6% | $12,270+753.4% |