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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 | $458,649 | $176,838+159.4% | $146,685+212.7% | $167,518+173.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.84% | 24.04%-19.2pp | 22.75%-17.9pp | 478.71%-473.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $10,866 | $6,441+68.7% | $5,507+97.3% | $6,342+71.3% |
| Admin fee / account holder | $4,707 | $13,262-64.5% | $10,281-54.2% | $12,312-61.8% |