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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 | $299,765 | $150,412+99.3% | $120,574+148.6% | $145,884+105.5% |
| Participation rate | 71.4% | 78.8%-7.4pp | 71.9%-0.5pp | 80.3%-8.9pp |
| Annual return | 5.98% | 154.50%-148.5pp | 107.42%-101.4pp | 551.85%-545.9pp |
| Employer contribution / active EE | $15,906 | $4,355+265.3% | $3,471+358.3% | $4,662+241.2% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,289 | $12,224-81.3% | $9,445-75.8% | $13,392-82.9% |