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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 | $460,400 | $72,071+538.8% | $68,368+573.4% | $137,256+235.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.63% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $13,822 | $2,788+395.8% | $2,649+421.8% | $4,156+232.6% |
| Participant deferral / active EE | $31,000 | $4,410+602.9% | $4,123+651.9% | $6,407+383.9% |
| Admin fee / account holder | $3,695 | $5,336-30.7% | $5,150-28.2% | $12,270-69.9% |