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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 | $149,040+180.7% | $120,225+248.0% | $137,256+204.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.66% | 605.68%-599.0pp | 439.23%-432.6pp | 220.34%-213.7pp |
| Employer contribution / active EE | $6,997 | $4,350+60.8% | $3,475+101.3% | $4,156+68.4% |
| Participant deferral / active EE | $20,295 | $4,655+336.0% | $3,999+407.5% | $6,407+216.8% |
| Admin fee / account holder | $53,007 | $6,348+735.1% | $5,696+830.6% | $12,270+332.0% |