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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 | $257,112 | $70,366+265.4% | $66,674+285.6% | $138,895+85.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.01% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $8,250 | $2,765+198.4% | $2,620+214.9% | $4,194+96.7% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,000 | $5,262-5.0% | $5,098-1.9% | $12,562-60.2% |