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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 | $427,878 | $232,540+84.0% | $185,117+131.1% | $147,586+189.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 3.52% | 43.03%-39.5pp | 40.50%-37.0pp | 578.59%-575.1pp |
| Employer contribution / active EE | $5,386 | $5,195+3.7% | $4,182+28.8% | $4,876+10.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,006 | $10,275+65.5% | $8,159+108.4% | $10,886+56.2% |