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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 | $272,413 | $156,398+74.2% | $147,318+84.9% | $138,895+96.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.09% | 78.75%-70.7pp | 70.43%-62.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $3,004 | $4,853-38.1% | $4,593-34.6% | $4,194-28.4% |
| Participant deferral / active EE | $4,475 | $8,237-45.7% | $7,906-43.4% | $6,396-30.0% |
| Admin fee / account holder | $2,324 | $14,976-84.5% | $13,708-83.0% | $12,562-81.5% |