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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 | $532,210 | $152,619+248.7% | $125,195+325.1% | $152,909+248.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 6.41% | 54.85%-48.4pp | 43.79%-37.4pp | 345.46%-339.1pp |
| Employer contribution / active EE | $3,182 | $4,947-35.7% | $3,866-17.7% | $4,764-33.2% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,442 | $13,437-7.4% | $9,704+28.2% | $11,601+7.3% |