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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 | $250,284 | $175,231+42.8% | $149,696+67.2% | $139,466+79.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.90% | 166.77%-161.9pp | 134.46%-129.6pp | 373.66%-368.8pp |
| Employer contribution / active EE | $2,090 | $5,478-61.9% | $4,821-56.7% | $4,754-56.0% |
| Participant deferral / active EE | $4,287 | $6,521-34.3% | $5,682-24.6% | $6,712-36.1% |
| Admin fee / account holder | $1,541 | $16,155-90.5% | $13,212-88.3% | $11,409-86.5% |