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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 | $292,327 | $166,242+75.8% | $165,071+77.1% | $145,884+100.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.77% | 100.44%-95.7pp | 70.17%-65.4pp | 551.85%-547.1pp |
| Employer contribution / active EE | $25,019 | $5,283+373.6% | $4,347+475.5% | $4,662+436.6% |
| Participant deferral / active EE | $3,436 | $6,964-50.7% | $6,035-43.1% | $6,690-48.6% |
| Admin fee / account holder | $14,911 | $16,658-10.5% | $12,695+17.5% | $13,392+11.3% |