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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 | $391,279 | $144,130+171.5% | $117,861+232.0% | $147,586+165.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 6.21% | 531.20%-525.0pp | 335.11%-328.9pp | 578.59%-572.4pp |
| Employer contribution / active EE | $20,236 | $4,897+313.2% | $3,786+434.4% | $4,876+315.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $29,734 | $10,887+173.1% | $8,021+270.7% | $10,886+173.1% |