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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 | $347,344 | $157,304+120.8% | $141,197+146.0% | $152,909+127.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.34% | 64.34%-59.0pp | 71.41%-66.1pp | 345.46%-340.1pp |
| Employer contribution / active EE | $3,000 | $5,263-43.0% | $4,736-36.7% | $4,764-37.0% |
| Participant deferral / active EE | $9,000 | $7,111+26.6% | $6,710+34.1% | $5,851+53.8% |
| Admin fee / account holder | $1,166 | $12,126-90.4% | $10,265-88.6% | $11,601-89.9% |