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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 | $352,451 | $172,111+104.8% | $150,298+134.5% | $137,256+156.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.22% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $3,618 | $4,636-22.0% | $4,154-12.9% | $4,156-13.0% |
| Participant deferral / active EE | $13,605 | $6,166+120.7% | $5,453+149.5% | $6,407+112.4% |
| Admin fee / account holder | $36,876 | $16,471+123.9% | $14,116+161.2% | $12,270+200.5% |