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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 | $341,364 | $88,710+284.8% | $81,783+317.4% | $145,959+133.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.89% | 1027.26%-1021.4pp | 775.05%-769.2pp | 561.95%-556.1pp |
| Employer contribution / active EE | $13,237 | $3,083+329.3% | $2,913+354.5% | $4,661+184.0% |
| Participant deferral / active EE | $30,500 | $4,645+556.6% | $4,320+606.0% | $6,689+356.0% |
| Admin fee / account holder | $15,274 | $8,407+81.7% | $7,380+107.0% | $13,398+14.0% |