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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 | $267,496 | $101,763+162.9% | $164,866+62.3% | $80,874+230.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 8.95% | 16.73%-7.8pp | 69.97%-61.0pp | 35.62%-26.7pp |
| Employer contribution / active EE | $10,909 | $2,954+269.3% | $4,343+151.2% | $2,756+295.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $28,047 | $8,228+240.9% | $12,689+121.0% | $6,935+304.4% |