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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 | $291,875 | $154,209+89.3% | $130,062+124.4% | $139,487+109.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.42% | 32.52%-29.1pp | -137.37%+140.8pp | 373.84%-370.4pp |
| Employer contribution / active EE | $11,976 | $5,292+126.3% | $4,322+177.1% | $4,755+151.9% |
| Participant deferral / active EE | $4,521 | $6,709-32.6% | $5,821-22.3% | $6,713-32.6% |
| Admin fee / account holder | $1,428 | $13,988-89.8% | $10,601-86.5% | $11,407-87.5% |