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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 | $278,354 | $48,011+479.8% | $63,803+336.3% | $82,637+236.8% |
| Participation rate | 93.0% | 66.6%+26.5pp | 72.7%+20.3pp | 68.1%+25.0pp |
| Annual return | 10.27% | 19.84%-9.6pp | 543.72%-533.5pp | 53.51%-43.2pp |
| Employer contribution / active EE | $3,583 | $1,904+88.2% | $2,532+41.5% | $2,552+40.4% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,885 | $3,873+181.0% | $5,196+109.5% | $7,339+48.3% |