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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 | $429,881 | $111,535+285.4% | $105,223+308.5% | $137,256+213.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.46% | 237.85%-230.4pp | 180.65%-173.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $16,000 | $3,939+306.2% | $3,689+333.8% | $4,156+285.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $24,753 | $9,721+154.6% | $8,859+179.4% | $12,270+101.7% |