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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 | $374,496 | $149,040+151.3% | $120,225+211.5% | $137,256+172.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.67% | 605.68%-596.0pp | 439.23%-429.6pp | 220.34%-210.7pp |
| Employer contribution / active EE | $930 | $4,350-78.6% | $3,475-73.2% | $4,156-77.6% |
| Participant deferral / active EE | $4,306 | $4,655-7.5% | $3,999+7.7% | $6,407-32.8% |
| Admin fee / account holder | $8,380 | $6,348+32.0% | $5,696+47.1% | $12,270-31.7% |