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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 | $272,919 | $81,276+235.8% | $155,574+75.4% | $80,925+237.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.51% | 33.36%-22.9pp | 64.87%-54.4pp | 35.65%-25.1pp |
| Employer contribution / active EE | $14,934 | $3,103+381.3% | $4,676+219.4% | $2,756+441.8% |
| Participant deferral / active EE | $12,507 | $3,453+262.2% | $5,629+122.2% | $4,299+191.0% |
| Admin fee / account holder | $12,171 | $7,993+52.3% | $15,914-23.5% | $6,940+75.4% |