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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 | $384,687 | $117,829+226.5% | $102,423+275.6% | $145,877+163.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.68% | 31.83%-26.2pp | 29.42%-23.7pp | 551.28%-545.6pp |
| Employer contribution / active EE | $17,107 | $3,615+373.3% | $3,023+465.9% | $4,663+266.9% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $19,963 | $13,335+49.7% | $9,455+111.1% | $13,402+49.0% |