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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 | $398,756 | $160,040+149.2% | $147,096+171.1% | $145,877+173.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.05% | 98.49%-91.4pp | 419.75%-412.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $10,078 | $5,289+90.5% | $4,936+104.2% | $4,663+116.1% |
| Participant deferral / active EE | $21,192 | $8,429+151.4% | $8,071+162.6% | $6,691+216.7% |
| Admin fee / account holder | $26,551 | $15,050+76.4% | $13,005+104.2% | $13,402+98.1% |