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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 | $377,129 | $210,510+79.1% | $153,500+145.7% | $145,877+158.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.19% | 13.45%-5.3pp | 15.70%-7.5pp | 551.28%-543.1pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,500 | $7,974+19.1% | $6,756+40.6% | $6,691+42.0% |
| Admin fee / account holder | $2,818 | $19,455-85.5% | $12,736-77.9% | $13,402-79.0% |