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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 | $108,942+179.7% | $100,415+203.5% | $145,897+108.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 5.42% | 58.27%-52.9pp | 49.47%-44.1pp | 552.29%-546.9pp |
| Employer contribution / active EE | $2,728 | $4,422-38.3% | $3,943-30.8% | $4,663-41.5% |
| Participant deferral / active EE | $28,500 | $8,461+236.8% | $8,091+252.2% | $6,689+326.1% |
| Admin fee / account holder | $12,444 | $9,702+28.3% | $7,906+57.4% | $13,390-7.1% |