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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 | $257,739 | $156,398+64.8% | $147,318+75.0% | $138,895+85.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.31% | 78.75%-73.4pp | 70.43%-65.1pp | 145.39%-140.1pp |
| Employer contribution / active EE | $31,822 | $4,853+555.7% | $4,593+592.8% | $4,194+658.7% |
| Participant deferral / active EE | $19,130 | $8,237+132.2% | $7,906+142.0% | $6,396+199.1% |
| Admin fee / account holder | $770 | $14,976-94.9% | $13,708-94.4% | $12,562-93.9% |