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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 | $351,895 | $183,539+91.7% | $155,556+126.2% | $145,897+141.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.00% | 61.31%-57.3pp | 64.84%-60.8pp | 552.29%-548.3pp |
| Employer contribution / active EE | $16,259 | $5,315+205.9% | $4,675+247.8% | $4,663+248.7% |
| Participant deferral / active EE | $15,875 | $6,467+145.5% | $5,631+181.9% | $6,689+137.3% |
| Admin fee / account holder | $177,480 | $19,275+820.8% | $15,885+1017.3% | $13,390+1225.4% |