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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 | $393,185 | $175,231+124.4% | $149,696+162.7% | $139,466+181.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.91% | 166.77%-156.9pp | 134.46%-124.5pp | 373.66%-363.8pp |
| Employer contribution / active EE | $2,132 | $5,478-61.1% | $4,821-55.8% | $4,754-55.2% |
| Participant deferral / active EE | $6,875 | $6,521+5.4% | $5,682+21.0% | $6,712+2.4% |
| Admin fee / account holder | $13,917 | $16,155-13.9% | $13,212+5.3% | $11,409+22.0% |