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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 | $255,989 | $175,257+46.1% | $149,717+71.0% | $139,456+83.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.97% | 166.70%-158.7pp | 134.41%-126.4pp | 373.45%-365.5pp |
| Employer contribution / active EE | $12,078 | $5,477+120.5% | $4,820+150.6% | $4,753+154.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $217,867 | $16,156+1248.6% | $13,213+1548.9% | $11,407+1809.9% |