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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 | $155,555+63.9% | $146,866+73.6% | $155,188+64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.11% | 115.41%-105.3pp | 102.85%-92.7pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,778 | $4,647-61.7% | $4,425-59.8% | $4,248-58.2% |
| Participant deferral / active EE | $3,555 | $8,044-55.8% | $7,759-54.2% | $6,531-45.6% |
| Admin fee / account holder | $2,282 | $14,755-84.5% | $13,620-83.2% | $14,480-84.2% |