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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 | $428,629 | $174,379+145.8% | $152,093+181.8% | $138,895+208.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.01% | 74.86%-64.9pp | 66.36%-56.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $8,249 | $4,652+77.3% | $4,175+97.6% | $4,194+96.7% |
| Participant deferral / active EE | $7,722 | $6,159+25.4% | $5,451+41.7% | $6,396+20.7% |
| Admin fee / account holder | $3,962 | $16,880-76.5% | $14,497-72.7% | $12,562-68.5% |