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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 | $279,628 | $183,627+52.3% | $155,602+79.7% | $145,978+91.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.20% | 61.32%-53.1pp | 64.81%-56.6pp | 550.52%-542.3pp |
| Employer contribution / active EE | $6,406 | $5,316+20.5% | $4,675+37.0% | $4,662+37.4% |
| Participant deferral / active EE | $17,439 | $6,466+169.7% | $5,629+209.8% | $6,690+160.7% |
| Admin fee / account holder | $9,257 | $19,327-52.1% | $15,923-41.9% | $13,400-30.9% |