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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 | $271,307 | $88,815+205.5% | $81,882+231.3% | $145,897+86.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.22% | 1033.75%-1026.5pp | 779.47%-772.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $6,504 | $3,086+110.7% | $2,916+123.0% | $4,663+39.5% |
| Participant deferral / active EE | $10,824 | $4,647+132.9% | $4,323+150.4% | $6,689+61.8% |
| Admin fee / account holder | $21,214 | $8,434+151.5% | $7,360+188.3% | $13,390+58.4% |