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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 | $391,449 | $141,001+177.6% | $112,228+248.8% | $139,487+180.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.95% | 32.75%-27.8pp | 30.23%-25.3pp | 373.84%-368.9pp |
| Employer contribution / active EE | $8,875 | $4,285+107.1% | $3,432+158.6% | $4,755+86.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,265 | $9,959-57.2% | $7,752-45.0% | $11,407-62.6% |