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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 | $440,755 | $175,231+151.5% | $149,696+194.4% | $139,466+216.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.89% | 166.77%-157.9pp | 134.46%-125.6pp | 373.66%-364.8pp |
| Employer contribution / active EE | $1,858 | $5,478-66.1% | $4,821-61.5% | $4,754-60.9% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,712+67.6% |
| Admin fee / account holder | $3,915 | $16,155-75.8% | $13,212-70.4% | $11,409-65.7% |