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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 | $381,300 | $209,422+82.1% | $178,503+113.6% | $158,982+139.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.28% | 188.81%-187.5pp | 151.12%-149.8pp | 302.99%-301.7pp |
| Employer contribution / active EE | $7,811 | $5,707+36.9% | $5,011+55.9% | $4,763+64.0% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $12,046 | $17,079-29.5% | $13,987-13.9% | $11,252+7.1% |