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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 | $298,043 | $134,817+121.1% | $123,973+140.4% | $155,188+92.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 7.34% | 515.49%-508.2pp | 388.13%-380.8pp | 148.84%-141.5pp |
| Employer contribution / active EE | $16,782 | $4,425+279.3% | $4,126+306.8% | $4,248+295.1% |
| Participant deferral / active EE | $7,019 | $5,706+23.0% | $5,247+33.8% | $6,531+7.5% |
| Admin fee / account holder | $46,781 | $13,245+253.2% | $11,799+296.5% | $14,480+223.1% |