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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 | $344,666 | $70,366+389.8% | $66,674+416.9% | $138,895+148.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.18% | 386.41%-373.2pp | 321.24%-308.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $9,422 | $2,765+240.7% | $2,620+259.6% | $4,194+124.6% |
| Participant deferral / active EE | $13,591 | $4,374+210.7% | $4,084+232.8% | $6,396+112.5% |
| Admin fee / account holder | $2,577 | $5,262-51.0% | $5,098-49.5% | $12,562-79.5% |