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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 | $312,656 | $72,071+333.8% | $68,368+357.3% | $137,256+127.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.11% | 353.14%-340.0pp | 292.57%-279.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,919 | $2,788+4.7% | $2,649+10.2% | $4,156-29.8% |
| Participant deferral / active EE | $7,544 | $4,410+71.1% | $4,123+83.0% | $6,407+17.8% |
| Admin fee / account holder | $2,827 | $5,336-47.0% | $5,150-45.1% | $12,270-77.0% |