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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 | $360,537 | $185,883+94.0% | $170,043+112.0% | $139,466+158.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.64% | 60.54%-55.9pp | 53.40%-48.8pp | 373.66%-369.0pp |
| Employer contribution / active EE | $5,333 | $7,596-29.8% | $6,790-21.5% | $4,754+12.2% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,971 | $15,393-22.2% | $12,824-6.7% | $11,409+4.9% |