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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 | $318,181 | $91,037+249.5% | $71,671+343.9% | $147,586+115.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 3.74% | 20.48%-16.7pp | 20.65%-16.9pp | 578.59%-574.9pp |
| Employer contribution / active EE | $16,323 | $3,327+390.6% | $2,460+563.6% | $4,876+234.7% |
| Participant deferral / active EE | $2,218 | $4,498-50.7% | $3,438-35.5% | $5,439-59.2% |
| Admin fee / account holder | $611 | $8,613-92.9% | $5,558-89.0% | $10,886-94.4% |