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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 | $258,754 | $154,228+67.8% | $145,433+77.9% | $137,256+88.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.21% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,052 | $4,804+5.2% | $4,554+10.9% | $4,156+21.6% |
| Participant deferral / active EE | $3,925 | $8,216-52.2% | $7,897-50.3% | $6,407-38.7% |
| Admin fee / account holder | $12,180 | $14,344-15.1% | $13,129-7.2% | $12,270-0.7% |