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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 | $446,570 | $157,296+183.9% | $141,191+216.3% | $152,897+192.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.74% | 64.34%-52.6pp | 71.41%-59.7pp | 345.43%-333.7pp |
| Employer contribution / active EE | $2,769 | $5,262-47.4% | $4,736-41.5% | $4,764-41.9% |
| Participant deferral / active EE | $8,909 | $7,111+25.3% | $6,710+32.8% | $5,851+52.3% |
| Admin fee / account holder | $34,994 | $12,125+188.6% | $10,264+240.9% | $11,599+201.7% |