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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 | $101,795+162.8% | $165,100+62.0% | $80,959+230.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.95% | 16.73%-7.8pp | 70.21%-61.3pp | 35.67%-26.7pp |
| Employer contribution / active EE | $10,909 | $2,954+269.3% | $4,348+150.9% | $2,757+295.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $28,047 | $8,221+241.2% | $12,696+120.9% | $6,925+305.0% |