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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 | $341,115 | $110,093+209.8% | $97,295+250.6% | $145,897+133.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.81% | 244.76%-238.0pp | 75.62%-68.8pp | 552.29%-545.5pp |
| Employer contribution / active EE | $2,222 | $3,077-27.8% | $2,723-18.4% | $4,663-52.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,827 | $6,212+74.3% | $5,646+91.8% | $13,390-19.1% |