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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 | $129,737+231.3% | $119,126+260.9% | $154,746+177.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.46% | 379.08%-371.6pp | 282.11%-274.7pp | 172.34%-164.9pp |
| Employer contribution / active EE | $16,000 | $4,375+265.7% | $4,034+296.7% | $4,379+265.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24,753 | $11,961+107.0% | $10,693+131.5% | $14,365+72.3% |