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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 | $464,763 | $185,883+150.0% | $170,043+173.3% | $139,466+233.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.96% | 60.54%-51.6pp | 53.40%-44.4pp | 373.66%-364.7pp |
| Employer contribution / active EE | $4,501 | $7,596-40.8% | $6,790-33.7% | $4,754-5.3% |
| Participant deferral / active EE | $10,709 | $11,626-7.9% | $10,410+2.9% | $6,712+59.6% |
| Admin fee / account holder | $435,133 | $15,393+2726.8% | $12,824+3293.1% | $11,409+3714.1% |