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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 | $357,633 | $156,398+128.7% | $147,318+142.8% | $138,895+157.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.83% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $11,637 | $4,853+139.8% | $4,593+153.4% | $4,194+177.5% |
| Participant deferral / active EE | $3,939 | $8,237-52.2% | $7,906-50.2% | $6,396-38.4% |
| Admin fee / account holder | $67,652 | $14,976+351.7% | $13,708+393.5% | $12,562+438.5% |