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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 | $398,075 | $88,702+348.8% | $81,780+386.8% | $145,978+172.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.57% | 1029.12%-1020.5pp | 776.27%-767.7pp | 550.52%-541.9pp |
| Employer contribution / active EE | $2,225 | $3,084-27.9% | $2,914-23.7% | $4,662-52.3% |
| Participant deferral / active EE | $20,333 | $4,645+337.7% | $4,321+370.6% | $6,690+203.9% |
| Admin fee / account holder | $27,148 | $8,414+222.6% | $7,384+267.7% | $13,400+102.6% |