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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 | $308,921 | $70,366+339.0% | $66,674+363.3% | $138,895+122.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 5.77% | 386.41%-380.6pp | 321.24%-315.5pp | 145.39%-139.6pp |
| Employer contribution / active EE | $849 | $2,765-69.3% | $2,620-67.6% | $4,194-79.8% |
| Participant deferral / active EE | $1,853 | $4,374-57.6% | $4,084-54.6% | $6,396-71.0% |
| Admin fee / account holder | $1,712 | $5,262-67.5% | $5,098-66.4% | $12,562-86.4% |