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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 | $276,773 | $93,589+195.7% | $135,942+103.6% | $75,181+268.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.12% | 30.90%-15.8pp | 68.28%-53.2pp | 160.69%-145.6pp |
| Employer contribution / active EE | $16,909 | $3,537+378.0% | $4,858+248.1% | $2,671+533.2% |
| Participant deferral / active EE | $10,536 | $6,405+64.5% | $7,759+35.8% | $4,126+155.4% |
| Admin fee / account holder | $20,691 | $6,977+196.5% | $10,764+92.2% | $5,650+266.2% |