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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 | $357,373 | $88,702+302.9% | $81,780+337.0% | $145,978+144.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.08% | 1029.12%-1021.0pp | 776.27%-768.2pp | 550.52%-542.4pp |
| Employer contribution / active EE | $3,050 | $3,084-1.1% | $2,914+4.7% | $4,662-34.6% |
| Participant deferral / active EE | $23,000 | $4,645+395.1% | $4,321+432.3% | $6,690+243.8% |
| Admin fee / account holder | $3,256 | $8,414-61.3% | $7,384-55.9% | $13,400-75.7% |