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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 | $361,265 | $156,398+131.0% | $147,318+145.2% | $138,895+160.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.97% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $5,691 | $4,853+17.3% | $4,593+23.9% | $4,194+35.7% |
| Participant deferral / active EE | $15,854 | $8,237+92.5% | $7,906+100.5% | $6,396+147.9% |
| Admin fee / account holder | $90,317 | $14,976+503.1% | $13,708+558.9% | $12,562+619.0% |