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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 | $342,577 | $223,823+53.1% | $211,142+62.2% | $154,746+121.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 3.67% | 50.39%-46.7pp | 46.84%-43.2pp | 172.34%-168.7pp |
| Employer contribution / active EE | $5,112 | $6,787-24.7% | $6,442-20.7% | $4,379+16.7% |
| Participant deferral / active EE | $16,505 | $9,750+69.3% | $9,284+77.8% | $6,730+145.2% |
| Admin fee / account holder | $2,359 | $19,707-88.0% | $19,076-87.6% | $14,365-83.6% |