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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 | $399,880 | $107,353+272.5% | $92,903+330.4% | $152,885+161.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.19% | 145.62%-135.4pp | 109.43%-99.2pp | 345.39%-335.2pp |
| Employer contribution / active EE | $12,384 | $4,222+193.3% | $3,653+239.0% | $4,763+160.0% |
| Participant deferral / active EE | $10,032 | $4,848+107.0% | $4,238+136.7% | $5,851+71.5% |
| Admin fee / account holder | $6,694 | $7,081-5.5% | $5,795+15.5% | $11,598-42.3% |