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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 | $311,977 | $201,372+54.9% | $184,260+69.3% | $145,884+113.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.38% | 29.04%-25.7pp | 28.84%-25.5pp | 551.85%-548.5pp |
| Employer contribution / active EE | $3,337 | $7,024-52.5% | $6,427-48.1% | $4,662-28.4% |
| Participant deferral / active EE | $16,807 | $9,808+71.4% | $9,133+84.0% | $6,690+151.2% |
| Admin fee / account holder | $412 | $16,362-97.5% | $13,898-97.0% | $13,392-96.9% |