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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 | $417,657 | $156,398+167.0% | $147,318+183.5% | $138,895+200.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.48% | 78.75%-70.3pp | 70.43%-62.0pp | 145.39%-136.9pp |
| Employer contribution / active EE | $1,883 | $4,853-61.2% | $4,593-59.0% | $4,194-55.1% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $20,454 | $14,976+36.6% | $13,708+49.2% | $12,562+62.8% |