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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 | $309,288 | $172,111+79.7% | $150,298+105.8% | $137,256+125.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.48% | 69.37%-63.9pp | 62.79%-57.3pp | 220.34%-214.9pp |
| Employer contribution / active EE | $5,116 | $4,636+10.3% | $4,154+23.1% | $4,156+23.1% |
| Participant deferral / active EE | $2,832 | $6,166-54.1% | $5,453-48.1% | $6,407-55.8% |
| Admin fee / account holder | $4,307 | $16,471-73.8% | $14,116-69.5% | $12,270-64.9% |