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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 | $337,022 | $181,062+86.1% | $158,223+113.0% | $155,188+117.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 3.24% | 57.39%-54.1pp | 52.09%-48.8pp | 148.84%-145.6pp |
| Employer contribution / active EE | $21,559 | $4,565+372.3% | $4,109+424.7% | $4,248+407.5% |
| Participant deferral / active EE | $10,333 | $6,134+68.4% | $5,467+89.0% | $6,531+58.2% |
| Admin fee / account holder | $1,416 | $18,825-92.5% | $16,047-91.2% | $14,480-90.2% |