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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 | $263,832 | $184,000+43.4% | $162,185+62.7% | $152,909+72.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.45% | 150.80%-146.3pp | 115.61%-111.2pp | 345.46%-341.0pp |
| Employer contribution / active EE | $11,182 | $6,370+75.5% | $5,613+99.2% | $4,764+134.7% |
| Participant deferral / active EE | $12,500 | $8,033+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $6,283 | $13,124-52.1% | $10,844-42.1% | $11,601-45.8% |