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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 | $309,433 | $157,304+96.7% | $141,197+119.1% | $152,909+102.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.10% | 64.34%-60.2pp | 71.41%-67.3pp | 345.46%-341.4pp |
| Employer contribution / active EE | $3,923 | $5,263-25.5% | $4,736-17.2% | $4,764-17.7% |
| Participant deferral / active EE | $8,782 | $7,111+23.5% | $6,710+30.9% | $5,851+50.1% |
| Admin fee / account holder | $308 | $12,126-97.5% | $10,265-97.0% | $11,601-97.3% |