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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 | $311,285 | $175,231+77.6% | $149,696+107.9% | $139,466+123.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.67% | 166.77%-163.1pp | 134.46%-130.8pp | 373.66%-370.0pp |
| Employer contribution / active EE | $2,285 | $5,478-58.3% | $4,821-52.6% | $4,754-51.9% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,712-10.6% |
| Admin fee / account holder | $3,908 | $16,155-75.8% | $13,212-70.4% | $11,409-65.7% |