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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 | $345,364 | $198,457+74.0% | $170,435+102.6% | $147,586+134.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.82% | 257.30%-248.5pp | 205.94%-197.1pp | 578.59%-569.8pp |
| Employer contribution / active EE | $18,577 | $6,183+200.4% | $5,432+242.0% | $4,876+281.0% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $474 | $16,852-97.2% | $13,881-96.6% | $10,886-95.6% |