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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 | $263,169 | $209,425+25.7% | $178,499+47.4% | $158,966+65.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.29% | 188.80%-184.5pp | 151.10%-146.8pp | 302.95%-298.7pp |
| Employer contribution / active EE | $17,154 | $5,707+200.6% | $5,011+242.3% | $4,762+260.2% |
| Participant deferral / active EE | $13,676 | $5,955+129.7% | $5,202+162.9% | $5,983+128.6% |
| Admin fee / account holder | $5,482 | $17,078-67.9% | $13,986-60.8% | $11,250-51.3% |