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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 | $323,948 | $183,592+76.5% | $155,574+108.2% | $145,877+122.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.04% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $6,900 | $5,317+29.8% | $4,676+47.6% | $4,663+48.0% |
| Participant deferral / active EE | $14,000 | $6,466+116.5% | $5,629+148.7% | $6,691+109.3% |
| Admin fee / account holder | $3,024 | $19,316-84.3% | $15,914-81.0% | $13,402-77.4% |