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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 | $299,830 | $65,364+358.7% | $92,909+222.7% | $72,975+310.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 11.51% | 42.11%-30.6pp | 109.44%-97.9pp | 81.01%-69.5pp |
| Employer contribution / active EE | $3,521 | $2,594+35.7% | $3,653-3.6% | $2,440+44.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,227 | $4,251-0.6% | $5,795-27.1% | $5,124-17.5% |