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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 | $309,726 | $102,595+201.9% | $94,057+229.3% | $154,746+100.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.62% | 583.42%-573.8pp | 480.62%-471.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $2,193 | $3,147-30.3% | $2,933-25.2% | $4,379-49.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24,039 | $7,736+210.7% | $7,244+231.8% | $14,365+67.3% |