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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 | $274,148 | $108,882+151.8% | $96,754+183.3% | $154,746+77.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 4.89% | 98.39%-93.5pp | 82.04%-77.1pp | 172.34%-167.4pp |
| Employer contribution / active EE | $1,692 | $3,018-43.9% | $2,679-36.8% | $4,379-61.4% |
| Participant deferral / active EE | $18,048 | $5,323+239.1% | $4,758+279.3% | $6,730+168.2% |
| Admin fee / account holder | $1,274 | $10,200-87.5% | $8,905-85.7% | $14,365-91.1% |