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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 | $377,519 | $213,785+76.6% | $185,441+103.6% | $155,188+143.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 5.47% | 19.97%-14.5pp | 20.16%-14.7pp | 148.84%-143.4pp |
| Employer contribution / active EE | $22,500 | $5,393+317.2% | $4,672+381.6% | $4,248+429.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,619 | $21,134-68.7% | $17,890-63.0% | $14,480-54.3% |