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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 | $377,542 | $183,539+105.7% | $155,556+142.7% | $145,897+158.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.49% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,507 | $5,315-71.7% | $4,675-67.8% | $4,663-67.7% |
| Participant deferral / active EE | $11,207 | $6,467+73.3% | $5,631+99.0% | $6,689+67.5% |
| Admin fee / account holder | $28,196 | $19,275+46.3% | $15,885+77.5% | $13,390+110.6% |