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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 | $271,492 | $165,361+64.2% | $149,715+81.3% | $158,950+70.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.27% | 348.24%-346.0pp | 276.66%-274.4pp | 302.91%-300.6pp |
| Employer contribution / active EE | $3,437 | $5,103-32.6% | $4,645-26.0% | $4,762-27.8% |
| Participant deferral / active EE | $18,393 | $7,182+156.1% | $6,842+168.8% | $5,983+207.4% |
| Admin fee / account holder | $726 | $10,808-93.3% | $9,310-92.2% | $11,248-93.5% |