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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 | $267,524 | $150,435+77.8% | $120,580+121.9% | $145,897+83.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 5.34% | 154.60%-149.3pp | 107.48%-102.1pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,496 | $4,352-65.6% | $3,469-56.9% | $4,663-67.9% |
| Participant deferral / active EE | $12,750 | $6,174+106.5% | $4,995+155.2% | $6,689+90.6% |
| Admin fee / account holder | $2,145 | $12,182-82.4% | $9,418-77.2% | $13,390-84.0% |