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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 | $318,212 | $100,203+217.6% | $85,240+273.3% | $145,897+118.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.33% | 84.28%-78.9pp | 66.75%-61.4pp | 552.29%-547.0pp |
| Employer contribution / active EE | $2,894 | $3,242-10.7% | $2,735+5.8% | $4,663-37.9% |
| Participant deferral / active EE | $15,513 | $5,299+192.8% | $4,527+242.7% | $6,689+131.9% |
| Admin fee / account holder | $6,515 | $7,265-10.3% | $6,165+5.7% | $13,390-51.3% |