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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 | $273,360 | $154,228+77.2% | $145,433+88.0% | $137,256+99.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.54% | 74.59%-65.1pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,856 | $4,804-40.6% | $4,554-37.3% | $4,156-31.3% |
| Participant deferral / active EE | $2,856 | $8,216-65.2% | $7,897-63.8% | $6,407-55.4% |
| Admin fee / account holder | $14,459 | $14,344+0.8% | $13,129+10.1% | $12,270+17.8% |