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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 | $380,753 | $106,267+258.3% | $96,520+294.5% | $139,456+173.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.45% | 38.45%-29.0pp | 35.72%-26.3pp | 373.45%-364.0pp |
| Employer contribution / active EE | $2,824 | $4,105-31.2% | $3,739-24.5% | $4,753-40.6% |
| Participant deferral / active EE | $13,310 | $5,454+144.0% | $4,879+172.8% | $6,711+98.3% |
| Admin fee / account holder | $11,379 | $7,882+44.4% | $6,733+69.0% | $11,407-0.2% |