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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 | $326,364 | $116,190+180.9% | $93,614+248.6% | $152,885+113.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 6.92% | 35.96%-29.0pp | 32.76%-25.8pp | 345.39%-338.5pp |
| Employer contribution / active EE | $13,209 | $3,219+310.4% | $2,718+385.9% | $4,763+177.3% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,295 | $10,749+14.4% | $7,889+55.8% | $11,598+6.0% |