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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 | $433,178 | $166,268+160.5% | $165,100+162.4% | $145,897+196.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.63% | 100.52%-92.9pp | 70.21%-62.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $12,836 | $5,284+142.9% | $4,348+195.2% | $4,663+175.3% |
| Participant deferral / active EE | $17,833 | $6,964+156.1% | $6,035+195.5% | $6,689+166.6% |
| Admin fee / account holder | $5,089 | $16,659-69.5% | $12,696-59.9% | $13,390-62.0% |