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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 | $369,091 | $70,366+424.5% | $66,674+453.6% | $138,895+165.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.57% | 386.41%-373.8pp | 321.24%-308.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,363 | $2,765-14.5% | $2,620-9.8% | $4,194-43.7% |
| Participant deferral / active EE | $20,942 | $4,374+378.8% | $4,084+412.8% | $6,396+227.4% |
| Admin fee / account holder | $6,752 | $5,262+28.3% | $5,098+32.4% | $12,562-46.3% |