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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 | $567,458 | $185,312+206.2% | $161,489+251.4% | $154,746+266.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.77% | 103.84%-98.1pp | 89.72%-83.9pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,250 | $4,769-73.8% | $4,268-70.7% | $4,379-71.5% |
| Participant deferral / active EE | $10,834 | $6,350+70.6% | $5,630+92.4% | $6,730+61.0% |
| Admin fee / account holder | $12,500 | $18,654-33.0% | $16,006-21.9% | $14,365-13.0% |