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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 | $339,714 | $227,566+49.3% | $189,558+79.2% | $167,518+102.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 5.07% | 78.43%-73.4pp | 64.19%-59.1pp | 478.71%-473.6pp |
| Employer contribution / active EE | $11,081 | $5,316+108.4% | $4,412+151.2% | $4,838+129.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $24,295 | $11,881+104.5% | $9,809+147.7% | $12,312+97.3% |