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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 | $414,701 | $129,737+219.6% | $119,126+248.1% | $154,746+168.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.21% | 379.08%-371.9pp | 282.11%-274.9pp | 172.34%-165.1pp |
| Employer contribution / active EE | $2,856 | $4,375-34.7% | $4,034-29.2% | $4,379-34.8% |
| Participant deferral / active EE | $12,500 | $5,842+114.0% | $5,318+135.1% | $6,730+85.7% |
| Admin fee / account holder | $3,191 | $11,961-73.3% | $10,693-70.2% | $14,365-77.8% |