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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 | $367,864 | $100,938+264.4% | $90,461+306.7% | $158,982+131.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.76% | 1727.20%-1721.4pp | 1294.76%-1289.0pp | 302.99%-297.2pp |
| Employer contribution / active EE | $5,602 | $3,691+51.7% | $3,264+71.6% | $4,763+17.6% |
| Participant deferral / active EE | $9,538 | $4,350+119.3% | $3,964+140.6% | $5,983+59.4% |
| Admin fee / account holder | $3,116 | $6,510-52.1% | $5,617-44.5% | $11,252-72.3% |