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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 | $422,661 | $154,228+174.0% | $145,433+190.6% | $137,256+207.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.46% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $3,655 | $4,804-23.9% | $4,554-19.8% | $4,156-12.1% |
| Participant deferral / active EE | $24,750 | $8,216+201.2% | $7,897+213.4% | $6,407+286.3% |
| Admin fee / account holder | $4,291 | $14,344-70.1% | $13,129-67.3% | $12,270-65.0% |