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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 | $395,871 | $154,228+156.7% | $145,433+172.2% | $137,256+188.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.06% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $7,215 | $4,804+50.2% | $4,554+58.4% | $4,156+73.6% |
| Participant deferral / active EE | $18,187 | $8,216+121.4% | $7,897+130.3% | $6,407+183.9% |
| Admin fee / account holder | $2,943 | $14,344-79.5% | $13,129-77.6% | $12,270-76.0% |