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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 | $369,091 | $72,071+412.1% | $68,368+439.9% | $137,256+168.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.57% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,363 | $2,788-15.2% | $2,649-10.8% | $4,156-43.1% |
| Participant deferral / active EE | $20,942 | $4,410+374.9% | $4,123+408.0% | $6,407+226.9% |
| Admin fee / account holder | $6,752 | $5,336+26.5% | $5,150+31.1% | $12,270-45.0% |