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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 | $379,559 | $72,071+426.6% | $68,368+455.2% | $137,256+176.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.29% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,661 | $2,788+138.9% | $2,649+151.5% | $4,156+60.3% |
| Participant deferral / active EE | $11,224 | $4,410+154.5% | $4,123+172.2% | $6,407+75.2% |
| Admin fee / account holder | $2,078 | $5,336-61.1% | $5,150-59.7% | $12,270-83.1% |