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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 | $268,176 | $103,387+159.4% | $87,102+207.9% | $152,885+75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 9.82% | 28.10%-18.3pp | 28.19%-18.4pp | 345.39%-335.6pp |
| Employer contribution / active EE | $9,388 | $3,221+191.5% | $2,521+272.3% | $4,763+97.1% |
| Participant deferral / active EE | $25,000 | $4,778+423.2% | $4,048+517.5% | $5,851+327.3% |
| Admin fee / account holder | $30,171 | $12,193+147.4% | $7,491+302.8% | $11,598+160.1% |