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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 | $111,535+167.2% | $105,223+183.2% | $137,256+117.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.34% | 237.85%-230.5pp | 180.65%-173.3pp | 220.34%-213.0pp |
| Employer contribution / active EE | $16,782 | $3,939+326.0% | $3,689+355.0% | $4,156+303.8% |
| Participant deferral / active EE | $7,019 | $5,500+27.6% | $5,072+38.4% | $6,407+9.6% |
| Admin fee / account holder | $46,781 | $9,721+381.2% | $8,859+428.1% | $12,270+281.3% |