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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 | $404,324 | $152,592+165.0% | $125,180+223.0% | $152,885+164.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.15% | 54.84%-45.7pp | 43.79%-34.6pp | 345.39%-336.2pp |
| Employer contribution / active EE | $24,637 | $4,947+398.1% | $3,866+537.3% | $4,763+417.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,178 | $13,435-46.6% | $9,703-26.0% | $11,598-38.1% |