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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 | $449,217 | $172,111+161.0% | $150,298+198.9% | $137,256+227.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.60% | 69.37%-61.8pp | 62.79%-55.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,147 | $4,636-32.1% | $4,154-24.2% | $4,156-24.3% |
| Participant deferral / active EE | $6,659 | $6,166+8.0% | $5,453+22.1% | $6,407+3.9% |
| Admin fee / account holder | $37,603 | $16,471+128.3% | $14,116+166.4% | $12,270+206.5% |