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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 | $298,695 | $211,224+41.4% | $178,505+67.3% | $145,897+104.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.20% | 30.28%-25.1pp | 27.16%-22.0pp | 552.29%-547.1pp |
| Employer contribution / active EE | $11,483 | $4,577+150.9% | $3,955+190.3% | $4,663+146.3% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,167 | $12,109-65.6% | $10,428-60.0% | $13,390-68.9% |