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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 | $567,458 | $181,062+213.4% | $158,223+258.6% | $155,188+265.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.77% | 57.39%-51.6pp | 52.09%-46.3pp | 148.84%-143.1pp |
| Employer contribution / active EE | $1,250 | $4,565-72.6% | $4,109-69.6% | $4,248-70.6% |
| Participant deferral / active EE | $10,834 | $6,134+76.6% | $5,467+98.2% | $6,531+65.9% |
| Admin fee / account holder | $12,500 | $18,825-33.6% | $16,047-22.1% | $14,480-13.7% |