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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 | $334,857 | $162,136+106.5% | $152,301+119.9% | $154,746+116.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.79% | 91.02%-86.2pp | 80.50%-75.7pp | 172.34%-167.5pp |
| Employer contribution / active EE | $22,500 | $4,890+360.1% | $4,624+386.5% | $4,379+413.8% |
| Participant deferral / active EE | $22,500 | $8,341+169.8% | $8,004+181.1% | $6,730+234.3% |
| Admin fee / account holder | $21,335 | $15,759+35.4% | $14,398+48.2% | $14,365+48.5% |