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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 | $254,897 | $154,228+65.3% | $145,433+75.3% | $137,256+85.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.11% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,778 | $4,804-63.0% | $4,554-61.0% | $4,156-57.2% |
| Participant deferral / active EE | $3,555 | $8,216-56.7% | $7,897-55.0% | $6,407-44.5% |
| Admin fee / account holder | $2,282 | $14,344-84.1% | $13,129-82.6% | $12,270-81.4% |