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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 | $279,576 | $106,749+161.9% | $145,433+92.2% | $82,448+239.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.09% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $16,495 | $3,444+378.9% | $4,554+262.2% | $2,551+546.6% |
| Participant deferral / active EE | $11,406 | $6,519+75.0% | $7,897+44.4% | $4,139+175.6% |
| Admin fee / account holder | $8,931 | $8,390+6.5% | $13,129-32.0% | $7,234+23.5% |