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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 | $396,450 | $183,539+116.0% | $155,556+154.9% | $145,897+171.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.61% | 61.31%-53.7pp | 64.84%-57.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $9,397 | $5,315+76.8% | $4,675+101.0% | $4,663+101.5% |
| Participant deferral / active EE | $4,910 | $6,467-24.1% | $5,631-12.8% | $6,689-26.6% |
| Admin fee / account holder | $2,203 | $19,275-88.6% | $15,885-86.1% | $13,390-83.5% |