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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 | $319,795 | $162,136+97.2% | $152,301+110.0% | $154,746+106.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.40% | 91.02%-79.6pp | 80.50%-69.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $999 | $4,890-79.6% | $4,624-78.4% | $4,379-77.2% |
| Participant deferral / active EE | $6,469 | $8,341-22.4% | $8,004-19.2% | $6,730-3.9% |
| Admin fee / account holder | $14,424 | $15,759-8.5% | $14,398+0.2% | $14,365+0.4% |