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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 | $374,914 | $156,398+139.7% | $147,318+154.5% | $138,895+169.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.92% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $10,768 | $4,853+121.9% | $4,593+134.5% | $4,194+156.7% |
| Participant deferral / active EE | $7,464 | $8,237-9.4% | $7,906-5.6% | $6,396+16.7% |
| Admin fee / account holder | $3,931 | $14,976-73.8% | $13,708-71.3% | $12,562-68.7% |