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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 | $81,358+235.5% | $155,556+75.4% | $80,959+237.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.51% | 33.39%-22.9pp | 64.84%-54.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $14,934 | $3,106+380.8% | $4,675+219.4% | $2,757+441.6% |
| Participant deferral / active EE | $12,507 | $3,455+262.0% | $5,631+122.1% | $4,300+190.8% |
| Admin fee / account holder | $12,171 | $7,994+52.3% | $15,885-23.4% | $6,925+75.7% |