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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 | $297,659 | $114,119+160.8% | $107,187+177.7% | $138,895+114.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 6.77% | 273.21%-266.4pp | 204.55%-197.8pp | 145.39%-138.6pp |
| Employer contribution / active EE | $16,031 | $4,059+295.0% | $3,782+323.9% | $4,194+282.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $17,949 | $10,024+79.1% | $9,162+95.9% | $12,562+42.9% |