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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 | $420,256 | $148,629+182.8% | $135,982+209.1% | $139,487+201.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.26% | 79.33%-70.1pp | 68.32%-59.1pp | 373.84%-364.6pp |
| Employer contribution / active EE | $19,897 | $5,247+279.2% | $4,859+309.5% | $4,755+318.5% |
| Participant deferral / active EE | $23,529 | $8,102+190.4% | $7,760+203.2% | $6,713+250.5% |
| Admin fee / account holder | $137,260 | $12,406+1006.4% | $10,767+1174.8% | $11,407+1103.3% |