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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 | $304,741 | $108,912+179.8% | $100,383+203.6% | $145,959+108.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 5.42% | 57.96%-52.5pp | 49.26%-43.8pp | 561.95%-556.5pp |
| Employer contribution / active EE | $2,728 | $4,423-38.3% | $3,944-30.8% | $4,661-41.5% |
| Participant deferral / active EE | $28,500 | $8,451+237.2% | $8,086+252.5% | $6,689+326.1% |
| Admin fee / account holder | $12,444 | $9,690+28.4% | $7,900+57.5% | $13,398-7.1% |