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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 | $509,577 | $209,422+143.3% | $178,503+185.5% | $158,982+220.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.98% | 188.81%-184.8pp | 151.12%-147.1pp | 302.99%-299.0pp |
| Employer contribution / active EE | $11,972 | $5,707+109.8% | $5,011+138.9% | $4,763+151.4% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $2,052 | $17,079-88.0% | $13,987-85.3% | $11,252-81.8% |