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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 | $325,141 | $107,353+202.9% | $92,903+250.0% | $152,885+112.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 9.36% | 145.62%-136.3pp | 109.43%-100.1pp | 345.39%-336.0pp |
| Employer contribution / active EE | $22,563 | $4,222+434.4% | $3,653+517.6% | $4,763+373.7% |
| Participant deferral / active EE | $4,960 | $4,848+2.3% | $4,238+17.0% | $5,851-15.2% |
| Admin fee / account holder | $3,688 | $7,081-47.9% | $5,795-36.4% | $11,598-68.2% |