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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 | $342,371 | $172,111+98.9% | $150,298+127.8% | $137,256+149.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.11% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $11,066 | $4,636+138.7% | $4,154+166.4% | $4,156+166.3% |
| Participant deferral / active EE | $31,917 | $6,166+417.7% | $5,453+485.3% | $6,407+398.2% |
| Admin fee / account holder | $1,458 | $16,471-91.1% | $14,116-89.7% | $12,270-88.1% |