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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 | $465,752 | $136,860+240.3% | $120,344+287.0% | $154,746+201.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 5.37% | 21.38%-16.0pp | 20.30%-14.9pp | 172.34%-167.0pp |
| Employer contribution / active EE | $20,000 | $3,533+466.1% | $3,020+562.2% | $4,379+356.7% |
| Participant deferral / active EE | $13,020 | $5,793+124.7% | $5,135+153.6% | $6,730+93.5% |
| Admin fee / account holder | $224,127 | $15,393+1356.1% | $12,742+1659.0% | $14,365+1460.2% |