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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 | $264,988 | $85,766+209.0% | $136,298+94.4% | $70,126+277.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.12% | 31.46%-19.3pp | 5156.27%-5144.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $4,238 | $2,966+42.9% | $4,696-9.7% | $2,343+80.9% |
| Participant deferral / active EE | $7,745 | $5,051+53.3% | $6,247+24.0% | $3,332+132.5% |
| Admin fee / account holder | $41,931 | $5,421+673.5% | $9,244+353.6% | $4,645+802.6% |