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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 | $300,746 | $148,582+102.4% | $135,942+121.2% | $139,456+115.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.77% | 79.26%-68.5pp | 68.28%-57.5pp | 373.45%-362.7pp |
| Employer contribution / active EE | $28,868 | $5,245+450.4% | $4,858+494.3% | $4,753+507.4% |
| Participant deferral / active EE | $7,920 | $8,101-2.2% | $7,759+2.1% | $6,711+18.0% |
| Admin fee / account holder | $18,238 | $12,402+47.1% | $10,764+69.4% | $11,407+59.9% |