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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 | $154,228+107.4% | $145,433+119.9% | $137,256+133.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.40% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $999 | $4,804-79.2% | $4,554-78.1% | $4,156-76.0% |
| Participant deferral / active EE | $6,469 | $8,216-21.3% | $7,897-18.1% | $6,407+1.0% |
| Admin fee / account holder | $14,424 | $14,344+0.6% | $13,129+9.9% | $12,270+17.6% |