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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 | $277,703 | $175,257+58.5% | $149,717+85.5% | $139,456+99.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.47% | 166.70%-156.2pp | 134.41%-123.9pp | 373.45%-363.0pp |
| Employer contribution / active EE | $2,600 | $5,477-52.5% | $4,820-46.1% | $4,753-45.3% |
| Participant deferral / active EE | $3,595 | $6,521-44.9% | $5,682-36.7% | $6,711-46.4% |
| Admin fee / account holder | $6,987 | $16,156-56.8% | $13,213-47.1% | $11,407-38.8% |