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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 | $283,225 | $98,766+186.8% | $149,730+89.2% | $79,852+254.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.46% | 27.43%-22.0pp | 276.70%-271.2pp | 31.72%-26.3pp |
| Employer contribution / active EE | $12,710 | $3,217+295.1% | $4,645+173.6% | $2,471+414.3% |
| Participant deferral / active EE | $6,625 | $5,681+16.6% | $6,843-3.2% | $3,740+77.1% |
| Admin fee / account holder | $17,854 | $6,052+195.0% | $9,310+91.8% | $5,306+236.5% |