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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 | $306,501 | $112,131+173.3% | $95,964+219.4% | $158,982+92.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.05% | 171.19%-166.1pp | 91.64%-86.6pp | 302.99%-297.9pp |
| Employer contribution / active EE | $2,448 | $3,199-23.5% | $2,541-3.7% | $4,763-48.6% |
| Participant deferral / active EE | $9,441 | $4,784+97.3% | $4,167+126.6% | $5,983+57.8% |
| Admin fee / account holder | $2,845 | $10,136-71.9% | $6,797-58.1% | $11,252-74.7% |