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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 | $464,684 | $181,062+156.6% | $158,223+193.7% | $155,188+199.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.71% | 57.39%-48.7pp | 52.09%-43.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $18,854 | $4,565+313.0% | $4,109+358.9% | $4,248+343.9% |
| Participant deferral / active EE | $10,167 | $6,134+65.7% | $5,467+86.0% | $6,531+55.7% |
| Admin fee / account holder | $5,620 | $18,825-70.1% | $16,047-65.0% | $14,480-61.2% |