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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 | $305,149 | $98,240+210.6% | $82,312+270.7% | $147,586+106.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.75% | 30.85%-25.1pp | 25.88%-20.1pp | 578.59%-572.8pp |
| Employer contribution / active EE | $12,861 | $3,192+303.0% | $2,428+429.6% | $4,876+163.7% |
| Participant deferral / active EE | $7,667 | $4,383+74.9% | $3,706+106.9% | $5,439+41.0% |
| Admin fee / account holder | $1,259 | $8,563-85.3% | $5,608-77.5% | $10,886-88.4% |