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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 | $364,183 | $154,228+136.1% | $145,433+150.4% | $137,256+165.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.25% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,685 | $4,804-64.9% | $4,554-63.0% | $4,156-59.5% |
| Participant deferral / active EE | $5,015 | $8,216-39.0% | $7,897-36.5% | $6,407-21.7% |
| Admin fee / account holder | $4,972 | $14,344-65.3% | $13,129-62.1% | $12,270-59.5% |