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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 | $150,346+77.9% | $120,524+122.0% | $145,877+83.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.34% | 154.40%-149.1pp | 107.36%-102.0pp | 551.28%-545.9pp |
| Employer contribution / active EE | $1,496 | $4,353-65.6% | $3,469-56.9% | $4,663-67.9% |
| Participant deferral / active EE | $12,750 | $6,172+106.6% | $4,994+155.3% | $6,691+90.6% |
| Admin fee / account holder | $2,145 | $12,215-82.4% | $9,440-77.3% | $13,402-84.0% |