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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 | $300,498 | $88,754+238.6% | $81,820+267.3% | $145,877+106.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.45% | 1031.77%-1022.3pp | 777.93%-768.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,193 | $3,085-28.9% | $2,915-24.8% | $4,663-53.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $14,527 | $8,424+72.5% | $7,391+96.6% | $13,402+8.4% |