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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 | $277,948 | $115,225+141.2% | $100,712+176.0% | $138,895+100.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 8.60% | 40.35%-31.8pp | 33.27%-24.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $2,973 | $2,771+7.3% | $2,313+28.5% | $4,194-29.1% |
| Participant deferral / active EE | $9,883 | $4,699+110.3% | $4,085+141.9% | $6,396+54.5% |
| Admin fee / account holder | $12,263 | $10,844+13.1% | $9,256+32.5% | $12,562-2.4% |