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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 | $309,610 | $201,344+53.8% | $184,243+68.0% | $145,877+112.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.67% | 29.01%-25.3pp | 28.82%-25.1pp | 551.28%-547.6pp |
| Employer contribution / active EE | $7,052 | $7,022+0.4% | $6,427+9.7% | $4,663+51.2% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $1,826 | $16,382-88.9% | $13,914-86.9% | $13,402-86.4% |