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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 | $277,497 | $108,942+154.7% | $100,415+176.4% | $145,897+90.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 58.27%-49.0pp | 49.47%-40.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,230 | $8,461+44.5% | $8,091+51.2% | $6,689+82.8% |
| Admin fee / account holder | $4,171 | $9,702-57.0% | $7,906-47.2% | $13,390-68.9% |