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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 | $328,038 | $148,582+120.8% | $135,942+141.3% | $139,456+135.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.33% | 79.26%-73.9pp | 68.28%-62.9pp | 373.45%-368.1pp |
| Employer contribution / active EE | $5,850 | $5,245+11.5% | $4,858+20.4% | $4,753+23.1% |
| Participant deferral / active EE | $13,500 | $8,101+66.6% | $7,759+74.0% | $6,711+101.2% |
| Admin fee / account holder | $6,515 | $12,402-47.5% | $10,764-39.5% | $11,407-42.9% |