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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 | $255,349 | $154,228+65.6% | $145,433+75.6% | $137,256+86.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.41% | 74.59%-74.2pp | 66.58%-66.2pp | 220.34%-219.9pp |
| Employer contribution / active EE | $20,600 | $4,804+328.8% | $4,554+352.3% | $4,156+395.7% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $1,019 | $14,344-92.9% | $13,129-92.2% | $12,270-91.7% |