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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 | $357,466 | $201,372+77.5% | $184,260+94.0% | $145,884+145.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.80% | 29.04%-20.2pp | 28.84%-20.0pp | 551.85%-543.1pp |
| Employer contribution / active EE | $3,017 | $7,024-57.0% | $6,427-53.1% | $4,662-35.3% |
| Participant deferral / active EE | $9,555 | $9,808-2.6% | $9,133+4.6% | $6,690+42.8% |
| Admin fee / account holder | $484,934 | $16,362+2863.8% | $13,898+3389.3% | $13,392+3521.1% |