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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 | $287,235 | $134,817+113.1% | $123,973+131.7% | $155,188+85.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 3.83% | 515.49%-511.7pp | 388.13%-384.3pp | 148.84%-145.0pp |
| Employer contribution / active EE | $10,574 | $4,425+139.0% | $4,126+156.3% | $4,248+148.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,089 | $13,245-76.7% | $11,799-73.8% | $14,480-78.7% |