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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 | $258,669 | $162,136+59.5% | $152,301+69.8% | $154,746+67.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.98% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.4pp |
| Employer contribution / active EE | $2,297 | $4,890-53.0% | $4,624-50.3% | $4,379-47.5% |
| Participant deferral / active EE | $16,150 | $8,341+93.6% | $8,004+101.8% | $6,730+140.0% |
| Admin fee / account holder | $20,259 | $15,759+28.6% | $14,398+40.7% | $14,365+41.0% |