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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 | $427,017 | $175,257+143.7% | $149,717+185.2% | $139,456+206.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.90% | 166.70%-162.8pp | 134.41%-130.5pp | 373.45%-369.5pp |
| Employer contribution / active EE | $11,129 | $5,477+103.2% | $4,820+130.9% | $4,753+134.2% |
| Participant deferral / active EE | $5,627 | $6,521-13.7% | $5,682-1.0% | $6,711-16.2% |
| Admin fee / account holder | $4,474 | $16,156-72.3% | $13,213-66.1% | $11,407-60.8% |