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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 | $265,378 | $183,988+44.2% | $162,177+63.6% | $152,897+73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.90% | 150.79%-147.9pp | 115.60%-112.7pp | 345.43%-342.5pp |
| Employer contribution / active EE | $2,986 | $6,370-53.1% | $5,613-46.8% | $4,764-37.3% |
| Participant deferral / active EE | $10,837 | $8,032+34.9% | $7,297+48.5% | $5,851+85.2% |
| Admin fee / account holder | $517 | $13,123-96.1% | $10,843-95.2% | $11,599-95.5% |