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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 | $305,439 | $157,304+94.2% | $141,197+116.3% | $152,909+99.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.08% | 64.34%-54.3pp | 71.41%-61.3pp | 345.46%-335.4pp |
| Employer contribution / active EE | $2,860 | $5,263-45.7% | $4,736-39.6% | $4,764-40.0% |
| Participant deferral / active EE | $6,801 | $7,111-4.4% | $6,710+1.4% | $5,851+16.2% |
| Admin fee / account holder | $1,292 | $12,126-89.3% | $10,265-87.4% | $11,601-88.9% |