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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 | $338,016 | $111,535+203.1% | $105,223+221.2% | $137,256+146.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.15% | 237.85%-233.7pp | 180.65%-176.5pp | 220.34%-216.2pp |
| Employer contribution / active EE | $9,152 | $3,939+132.3% | $3,689+148.1% | $4,156+120.2% |
| Participant deferral / active EE | $53,750 | $5,500+877.3% | $5,072+959.8% | $6,407+739.0% |
| Admin fee / account holder | $668 | $9,721-93.1% | $8,859-92.5% | $12,270-94.6% |