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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 | $320,418 | $112,729+184.2% | $98,716+224.6% | $137,256+133.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.97% | 38.48%-28.5pp | 31.81%-21.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $20,341 | $2,725+646.4% | $2,279+792.7% | $4,156+389.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,181 | $10,129+40.0% | $8,703+63.0% | $12,270+15.6% |