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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 | $410,572 | $135,956+202.0% | $123,894+231.4% | $273,972+49.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.28% | 56.63%-56.3pp | 47.52%-47.2pp | 41.46%-41.2pp |
| Employer contribution / active EE | $28,557 | $5,170+452.4% | $4,617+518.5% | $4,869+486.5% |
| Participant deferral / active EE | $11,429 | $6,343+80.2% | $5,984+91.0% | $5,287+116.2% |
| Admin fee / account holder | $9,768 | $9,817-0.5% | $8,357+16.9% | $10,133-3.6% |