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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 | $299,257 | $197,594+51.5% | $177,822+68.3% | $158,931+88.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.76% | 58.76%-54.0pp | 48.32%-43.6pp | 302.86%-298.1pp |
| Employer contribution / active EE | $11,344 | $6,697+69.4% | $5,918+91.7% | $4,761+138.2% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,982+117.3% |
| Admin fee / account holder | $1,465 | $15,400-90.5% | $12,428-88.2% | $11,247-87.0% |