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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 | $333,142 | $211,288+57.7% | $178,540+86.6% | $145,884+128.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.88% | 30.27%-26.4pp | 27.15%-23.3pp | 551.85%-548.0pp |
| Employer contribution / active EE | $19,873 | $4,574+334.5% | $3,953+402.8% | $4,662+326.3% |
| Participant deferral / active EE | $17,300 | $6,967+148.3% | $6,281+175.5% | $6,690+158.6% |
| Admin fee / account holder | $12,480 | $12,105+3.1% | $10,424+19.7% | $13,392-6.8% |