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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 | $349,962 | $67,823+416.0% | $52,425+567.6% | $137,256+155.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 4.43% | 219.11%-214.7pp | 302.12%-297.7pp | 220.34%-215.9pp |
| Employer contribution / active EE | $5,000 | $1,163+329.9% | $914+446.9% | $4,156+20.3% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,789 | $2,844+173.8% | $2,495+212.2% | $12,270-36.5% |