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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 | $414,701 | $134,817+207.6% | $123,973+234.5% | $155,188+167.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 7.21% | 515.49%-508.3pp | 388.13%-380.9pp | 148.84%-141.6pp |
| Employer contribution / active EE | $2,856 | $4,425-35.5% | $4,126-30.8% | $4,248-32.8% |
| Participant deferral / active EE | $12,500 | $5,706+119.1% | $5,247+138.2% | $6,531+91.4% |
| Admin fee / account holder | $3,191 | $13,245-75.9% | $11,799-73.0% | $14,480-78.0% |