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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 | $408,534 | $115,814+252.7% | $101,275+303.4% | $158,982+157.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.86% | 56.16%-49.3pp | 46.48%-39.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $4,733 | $4,176+13.3% | $3,660+29.3% | $4,763-0.6% |
| Participant deferral / active EE | $26,000 | $4,958+424.4% | $4,371+494.9% | $5,983+334.5% |
| Admin fee / account holder | $1,743 | $7,249-76.0% | $5,948-70.7% | $11,252-84.5% |