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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 | $259,098 | $156,398+65.7% | $147,318+75.9% | $138,895+86.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.69% | 78.75%-73.1pp | 70.43%-64.7pp | 145.39%-139.7pp |
| Employer contribution / active EE | $1,103 | $4,853-77.3% | $4,593-76.0% | $4,194-73.7% |
| Participant deferral / active EE | $6,333 | $8,237-23.1% | $7,906-19.9% | $6,396-1.0% |
| Admin fee / account holder | $228,131 | $14,976+1423.3% | $13,708+1564.3% | $12,562+1716.0% |