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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 | $99,995+218.2% | $85,063+274.1% | $145,978+118.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.33% | 83.99%-78.7pp | 66.54%-61.2pp | 550.52%-545.2pp |
| Employer contribution / active EE | $2,894 | $3,231-10.5% | $2,727+6.1% | $4,662-37.9% |
| Participant deferral / active EE | $15,513 | $5,295+193.0% | $4,523+243.0% | $6,690+131.9% |
| Admin fee / account holder | $6,515 | $7,255-10.2% | $6,155+5.9% | $13,400-51.4% |