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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 | $162,136+57.2% | $152,301+67.4% | $154,746+64.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.11% | 91.02%-80.9pp | 80.50%-70.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,778 | $4,890-63.7% | $4,624-61.6% | $4,379-59.4% |
| Participant deferral / active EE | $3,555 | $8,341-57.4% | $8,004-55.6% | $6,730-47.2% |
| Admin fee / account holder | $2,282 | $15,759-85.5% | $14,398-84.2% | $14,365-84.1% |