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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 | $362,507 | $165,381+119.2% | $149,730+142.1% | $158,966+128.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.07% | 348.29%-341.2pp | 276.70%-269.6pp | 302.95%-295.9pp |
| Employer contribution / active EE | $17,563 | $5,104+244.1% | $4,645+278.1% | $4,762+268.8% |
| Participant deferral / active EE | $12,600 | $7,182+75.4% | $6,843+84.1% | $5,983+110.6% |
| Admin fee / account holder | $2,704 | $10,809-75.0% | $9,310-71.0% | $11,250-76.0% |