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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 | $320,582 | $141,001+127.4% | $112,228+185.7% | $139,487+129.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.56% | 32.75%-27.2pp | 30.23%-24.7pp | 373.84%-368.3pp |
| Employer contribution / active EE | $1,297 | $4,285-69.7% | $3,432-62.2% | $4,755-72.7% |
| Participant deferral / active EE | $16,667 | $5,877+183.6% | $4,800+247.2% | $6,713+148.3% |
| Admin fee / account holder | $17,518 | $9,959+75.9% | $7,752+126.0% | $11,407+53.6% |