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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 | $289,276 | $157,296+83.9% | $141,191+104.9% | $152,897+89.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.74% | 64.34%-58.6pp | 71.41%-65.7pp | 345.43%-339.7pp |
| Employer contribution / active EE | $2,802 | $5,262-46.8% | $4,736-40.8% | $4,764-41.2% |
| Participant deferral / active EE | $12,899 | $7,111+81.4% | $6,710+92.2% | $5,851+120.5% |
| Admin fee / account holder | $8,138 | $12,125-32.9% | $10,264-20.7% | $11,599-29.8% |