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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 | $1,228,680 | $225,673+444.5% | $203,872+502.7% | $155,188+691.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 2.74% | 95.91%-93.2pp | 85.11%-82.4pp | 148.84%-146.1pp |
| Employer contribution / active EE | $29,874 | $4,099+628.9% | $3,757+695.1% | $4,248+603.3% |
| Participant deferral / active EE | $18,000 | $6,893+161.1% | $6,388+181.8% | $6,531+175.6% |
| Admin fee / account holder | $17,703 | $12,327+43.6% | $11,730+50.9% | $14,480+22.3% |