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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 | $302,630 | $148,623+103.6% | $135,974+122.6% | $139,466+117.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.97% | 79.30%-72.3pp | 68.30%-61.3pp | 373.66%-366.7pp |
| Employer contribution / active EE | $14,694 | $5,246+180.1% | $4,859+202.4% | $4,754+209.1% |
| Participant deferral / active EE | $7,790 | $8,103-3.9% | $7,760+0.4% | $6,712+16.1% |
| Admin fee / account holder | $1,028 | $12,406-91.7% | $10,767-90.5% | $11,409-91.0% |