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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 | $439,940 | $165,361+166.0% | $149,715+193.9% | $158,950+176.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.40% | 348.24%-342.8pp | 276.66%-271.3pp | 302.91%-297.5pp |
| Employer contribution / active EE | $3,092 | $5,103-39.4% | $4,645-33.4% | $4,762-35.1% |
| Participant deferral / active EE | $3,527 | $7,182-50.9% | $6,842-48.5% | $5,983-41.1% |
| Admin fee / account holder | $6,177 | $10,808-42.8% | $9,310-33.6% | $11,248-45.1% |