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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 | $407,848 | $111,535+265.7% | $105,223+287.6% | $137,256+197.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.10% | 237.85%-226.8pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $22,550 | $3,939+472.4% | $3,689+511.4% | $4,156+442.6% |
| Participant deferral / active EE | $14,145 | $5,500+157.2% | $5,072+178.9% | $6,407+120.8% |
| Admin fee / account holder | $3,499 | $9,721-64.0% | $8,859-60.5% | $12,270-71.5% |