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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 | $387,568 | $156,398+147.8% | $147,318+163.1% | $138,895+179.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.43% | 78.75%-68.3pp | 70.43%-60.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $5,243 | $4,853+8.0% | $4,593+14.1% | $4,194+25.0% |
| Participant deferral / active EE | $9,582 | $8,237+16.3% | $7,906+21.2% | $6,396+49.8% |
| Admin fee / account holder | $109,141 | $14,976+628.8% | $13,708+696.2% | $12,562+768.8% |