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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 | $375,377 | $148,629+152.6% | $135,982+176.0% | $139,487+169.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.77% | 79.33%-72.6pp | 68.32%-61.6pp | 373.84%-367.1pp |
| Employer contribution / active EE | $17,096 | $5,247+225.9% | $4,859+251.8% | $4,755+259.6% |
| Participant deferral / active EE | $23,502 | $8,102+190.1% | $7,760+202.9% | $6,713+250.1% |
| Admin fee / account holder | $5,832 | $12,406-53.0% | $10,767-45.8% | $11,407-48.9% |