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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 | $384,761 | $84,236+356.8% | $170,435+125.8% | $70,126+448.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.96% | 23.06%-13.1pp | 205.94%-196.0pp | 73.15%-63.2pp |
| Employer contribution / active EE | $19,132 | $3,387+464.8% | $5,432+252.2% | $2,343+716.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $969 | $5,698-83.0% | $13,881-93.0% | $4,645-79.1% |