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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 | $156,398+70.9% | $147,318+81.5% | $138,895+92.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.20% | 78.75%-70.5pp | 70.43%-62.2pp | 145.39%-137.2pp |
| Employer contribution / active EE | $2,560 | $4,853-47.3% | $4,593-44.3% | $4,194-39.0% |
| Participant deferral / active EE | $14,691 | $8,237+78.3% | $7,906+85.8% | $6,396+129.7% |
| Admin fee / account holder | $6,226 | $14,976-58.4% | $13,708-54.6% | $12,562-50.4% |