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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 | $253,268 | $72,071+251.4% | $68,368+270.5% | $137,256+84.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 10.02% | 353.14%-343.1pp | 292.57%-282.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,462 | $2,788-11.7% | $2,649-7.0% | $4,156-40.8% |
| Participant deferral / active EE | $10,347 | $4,410+134.6% | $4,123+151.0% | $6,407+61.5% |
| Admin fee / account holder | $31,930 | $5,336+498.4% | $5,150+520.0% | $12,270+160.2% |