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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 | $277,135 | $185,883+49.1% | $170,043+63.0% | $139,466+98.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.51% | 60.54%-57.0pp | 53.40%-49.9pp | 373.66%-370.2pp |
| Employer contribution / active EE | $5,589 | $7,596-26.4% | $6,790-17.7% | $4,754+17.6% |
| Participant deferral / active EE | $16,084 | $11,626+38.3% | $10,410+54.5% | $6,712+139.6% |
| Admin fee / account holder | $1,079 | $15,393-93.0% | $12,824-91.6% | $11,409-90.5% |