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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 | $272,125 | $89,367+204.5% | $141,191+92.7% | $72,975+272.9% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.4pp | 69.5%+24.4pp |
| Annual return | 18.00% | 111.87%-93.9pp | 71.41%-53.4pp | 81.01%-63.0pp |
| Employer contribution / active EE | $6,553 | $3,115+110.4% | $4,736+38.4% | $2,440+168.6% |
| Participant deferral / active EE | $9,072 | $5,419+67.4% | $6,710+35.2% | $3,608+151.5% |
| Admin fee / account holder | $85,610 | $5,957+1337.2% | $10,264+734.1% | $5,124+1570.8% |