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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 | $405,730 | $161,352+151.5% | $134,172+202.4% | $137,256+195.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 7.90% | 28.72%-20.8pp | 25.30%-17.4pp | 220.34%-212.4pp |
| Employer contribution / active EE | $10,897 | $4,099+165.9% | $3,420+218.6% | $4,156+162.2% |
| Participant deferral / active EE | $2,154 | $5,552-61.2% | $4,690-54.1% | $6,407-66.4% |
| Admin fee / account holder | $1,763 | $15,028-88.3% | $12,016-85.3% | $12,270-85.6% |