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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 | $290,889 | $166,242+75.0% | $165,071+76.2% | $145,884+99.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.88% | 100.44%-98.6pp | 70.17%-68.3pp | 551.85%-550.0pp |
| Employer contribution / active EE | $10,000 | $5,283+89.3% | $4,347+130.0% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,369 | $16,658-7.7% | $12,695+21.1% | $13,392+14.8% |