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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 | $308,627 | $154,228+100.1% | $145,433+112.2% | $137,256+124.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.66% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $8,155 | $4,804+69.8% | $4,554+79.1% | $4,156+96.2% |
| Participant deferral / active EE | $11,449 | $8,216+39.3% | $7,897+45.0% | $6,407+78.7% |
| Admin fee / account holder | $8,974 | $14,344-37.4% | $13,129-31.6% | $12,270-26.9% |