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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 | $308,785 | $77,920+296.3% | $149,723+106.2% | $75,177+310.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.30% | 31.72%-20.4pp | 134.50%-123.2pp | 160.75%-149.4pp |
| Employer contribution / active EE | $13,365 | $3,138+325.9% | $4,821+177.2% | $2,671+400.4% |
| Participant deferral / active EE | $7,881 | $3,411+131.0% | $5,682+38.7% | $4,126+91.0% |
| Admin fee / account holder | $10,460 | $5,951+75.8% | $13,215-20.8% | $5,651+85.1% |