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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 | $290,659 | $55,902+419.9% | $76,030+282.3% | $80,959+259.0% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 8.72% | 20.59%-11.9pp | 361.54%-352.8pp | 35.67%-26.9pp |
| Employer contribution / active EE | $12,710 | $1,867+580.8% | $2,688+372.9% | $2,757+361.0% |
| Participant deferral / active EE | $3,356 | $3,051+10.0% | $4,257-21.2% | $4,300-22.0% |
| Admin fee / account holder | $2,098 | $5,239-59.9% | $6,421-67.3% | $6,925-69.7% |