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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 | $271,344 | $157,304+72.5% | $141,197+92.2% | $152,909+77.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.20% | 64.34%-61.1pp | 71.41%-68.2pp | 345.46%-342.3pp |
| Employer contribution / active EE | $7,464 | $5,263+41.8% | $4,736+57.6% | $4,764+56.7% |
| Participant deferral / active EE | $12,185 | $7,111+71.4% | $6,710+81.6% | $5,851+108.2% |
| Admin fee / account holder | $2,925 | $12,126-75.9% | $10,265-71.5% | $11,601-74.8% |