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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 | $265,504 | $227,399+16.8% | $189,758+39.9% | $198,609+33.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.32% | 61.03%-57.7pp | 52.62%-49.3pp | 202.70%-199.4pp |
| Employer contribution / active EE | $8,000 | $5,526+44.8% | $4,767+67.8% | $5,055+58.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,460 | $25,162-50.5% | $20,388-38.9% | $19,030-34.5% |