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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 | $406,874 | $172,111+136.4% | $150,298+170.7% | $137,256+196.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.56% | 69.37%-60.8pp | 62.79%-54.2pp | 220.34%-211.8pp |
| Employer contribution / active EE | $17,175 | $4,636+270.4% | $4,154+313.4% | $4,156+313.3% |
| Participant deferral / active EE | $10,055 | $6,166+63.1% | $5,453+84.4% | $6,407+56.9% |
| Admin fee / account holder | $6,907 | $16,471-58.1% | $14,116-51.1% | $12,270-43.7% |