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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 | $281,532 | $106,918+163.3% | $84,021+235.1% | $152,897+84.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 3.06% | 105.01%-102.0pp | 71.32%-68.3pp | 345.43%-342.4pp |
| Employer contribution / active EE | $2,063 | $2,735-24.6% | $1,984+4.0% | $4,764-56.7% |
| Participant deferral / active EE | $9,734 | $4,012+142.6% | $3,239+200.5% | $5,851+66.4% |
| Admin fee / account holder | $5,448 | $8,288-34.3% | $6,102-10.7% | $11,599-53.0% |