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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 | $418,325 | $162,529+157.4% | $130,788+219.8% | $154,746+170.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.66% | 510.48%-503.8pp | 386.44%-379.8pp | 172.34%-165.7pp |
| Employer contribution / active EE | $6,997 | $4,447+57.3% | $3,558+96.7% | $4,379+59.8% |
| Participant deferral / active EE | $20,295 | $4,808+322.1% | $4,137+390.6% | $6,730+201.6% |
| Admin fee / account holder | $53,007 | $7,669+591.2% | $6,673+694.4% | $14,365+269.0% |