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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 | $355,134 | $209,336+69.6% | $197,124+80.2% | $137,256+158.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.19% | 48.09%-36.9pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,295 | $6,591-65.2% | $6,227-63.2% | $4,156-44.8% |
| Participant deferral / active EE | $12,386 | $9,614+28.8% | $9,135+35.6% | $6,407+93.3% |
| Admin fee / account holder | $2,808 | $17,308-83.8% | $16,298-82.8% | $12,270-77.1% |