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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 | $468,766 | $107,353+336.7% | $92,903+404.6% | $152,885+206.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.29% | 145.62%-141.3pp | 109.43%-105.1pp | 345.39%-341.1pp |
| Employer contribution / active EE | $19,885 | $4,222+371.0% | $3,653+444.3% | $4,763+317.5% |
| Participant deferral / active EE | $16,388 | $4,848+238.1% | $4,238+286.7% | $5,851+180.1% |
| Admin fee / account holder | $10,664 | $7,081+50.6% | $5,795+84.0% | $11,598-8.1% |