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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 | $361,418 | $209,336+72.6% | $197,124+83.3% | $137,256+163.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.42% | 48.09%-36.7pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $11,335 | $6,591+72.0% | $6,227+82.0% | $4,156+172.7% |
| Participant deferral / active EE | $6,368 | $9,614-33.8% | $9,135-30.3% | $6,407-0.6% |
| Admin fee / account holder | $14,039 | $17,308-18.9% | $16,298-13.9% | $12,270+14.4% |