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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 | $267,357 | $154,228+73.4% | $145,433+83.8% | $137,256+94.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.20% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,560 | $4,804-46.7% | $4,554-43.8% | $4,156-38.4% |
| Participant deferral / active EE | $14,691 | $8,216+78.8% | $7,897+86.0% | $6,407+129.3% |
| Admin fee / account holder | $6,226 | $14,344-56.6% | $13,129-52.6% | $12,270-49.3% |