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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 | $439,882 | $70,366+525.1% | $66,674+559.8% | $138,895+216.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.71% | 386.41%-376.7pp | 321.24%-311.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $1,450 | $2,765-47.6% | $2,620-44.7% | $4,194-65.4% |
| Participant deferral / active EE | $31,000 | $4,374+608.7% | $4,084+659.1% | $6,396+384.7% |
| Admin fee / account holder | $7,297 | $5,262+38.7% | $5,098+43.1% | $12,562-41.9% |