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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 | $531,452 | $172,111+208.8% | $150,298+253.6% | $137,256+287.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1.31% | 69.37%-68.1pp | 62.79%-61.5pp | 220.34%-219.0pp |
| Employer contribution / active EE | $1,200 | $4,636-74.1% | $4,154-71.1% | $4,156-71.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,263 | $16,471-92.3% | $14,116-91.1% | $12,270-89.7% |