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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 | $312,097 | $223,823+39.4% | $211,142+47.8% | $154,746+101.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 0.40% | 50.39%-50.0pp | 46.84%-46.4pp | 172.34%-171.9pp |
| Employer contribution / active EE | $2,545 | $6,787-62.5% | $6,442-60.5% | $4,379-41.9% |
| Participant deferral / active EE | $19,958 | $9,750+104.7% | $9,284+115.0% | $6,730+196.5% |
| Admin fee / account holder | $350 | $19,707-98.2% | $19,076-98.2% | $14,365-97.6% |