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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 | $322,737 | $165,361+95.2% | $149,715+115.6% | $158,950+103.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.50% | 348.24%-343.7pp | 276.66%-272.2pp | 302.91%-298.4pp |
| Employer contribution / active EE | $10,316 | $5,103+102.1% | $4,645+122.1% | $4,762+116.6% |
| Participant deferral / active EE | $16,457 | $7,182+129.2% | $6,842+140.5% | $5,983+175.1% |
| Admin fee / account holder | $4,626 | $10,808-57.2% | $9,310-50.3% | $11,248-58.9% |