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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 | $268,913 | $201,370+33.5% | $184,256+45.9% | $145,897+84.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.37% | 29.05%-20.7pp | 28.85%-20.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $4,285 | $7,024-39.0% | $6,427-33.3% | $4,663-8.1% |
| Participant deferral / active EE | $11,213 | $9,808+14.3% | $9,133+22.8% | $6,689+67.6% |
| Admin fee / account holder | $665 | $16,364-95.9% | $13,899-95.2% | $13,390-95.0% |