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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 | $346,105 | $178,174+94.3% | $156,181+121.6% | $137,256+152.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.18% | 84.19%-75.0pp | 64.87%-55.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,593 | $4,972-47.9% | $4,294-39.6% | $4,156-37.6% |
| Participant deferral / active EE | $10,450 | $6,888+51.7% | $6,132+70.4% | $6,407+63.1% |
| Admin fee / account holder | $798 | $17,404-95.4% | $14,586-94.5% | $12,270-93.5% |