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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 | $364,600 | $148,582+145.4% | $135,942+168.2% | $139,456+161.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.65% | 79.26%-74.6pp | 68.28%-63.6pp | 373.45%-368.8pp |
| Employer contribution / active EE | $2,665 | $5,245-49.2% | $4,858-45.1% | $4,753-43.9% |
| Participant deferral / active EE | $7,200 | $8,101-11.1% | $7,759-7.2% | $6,711+7.3% |
| Admin fee / account holder | $7,360 | $12,402-40.7% | $10,764-31.6% | $11,407-35.5% |