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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 | $331,466 | $228,395+45.1% | $185,861+78.3% | $158,982+108.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.80% | 40.82%-37.0pp | 35.96%-32.2pp | 302.99%-299.2pp |
| Employer contribution / active EE | $10,000 | $4,968+101.3% | $4,088+144.6% | $4,763+110.0% |
| Participant deferral / active EE | $6,000 | $6,417-6.5% | $5,634+6.5% | $5,983+0.3% |
| Admin fee / account holder | $713 | $11,869-94.0% | $9,503-92.5% | $11,252-93.7% |