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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 | $368,770 | $115,796+218.5% | $101,264+264.2% | $158,950+132.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.33% | 56.15%-48.8pp | 46.48%-39.2pp | 302.91%-295.6pp |
| Employer contribution / active EE | $1,259 | $4,175-69.8% | $3,660-65.6% | $4,762-73.6% |
| Participant deferral / active EE | $7,484 | $4,958+50.9% | $4,370+71.2% | $5,983+25.1% |
| Admin fee / account holder | $16,452 | $7,247+127.0% | $5,947+176.7% | $11,248+46.3% |