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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 | $345,486 | $157,304+119.6% | $141,197+144.7% | $152,909+125.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.65% | 64.34%-60.7pp | 71.41%-67.8pp | 345.46%-341.8pp |
| Employer contribution / active EE | $15,224 | $5,263+189.3% | $4,736+221.4% | $4,764+219.6% |
| Participant deferral / active EE | $7,486 | $7,111+5.3% | $6,710+11.6% | $5,851+27.9% |
| Admin fee / account holder | $2,872 | $12,126-76.3% | $10,265-72.0% | $11,601-75.2% |