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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 | $394,745 | $166,089+137.7% | $164,928+139.3% | $145,978+170.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.89% | 100.26%-93.4pp | 70.08%-63.2pp | 550.52%-543.6pp |
| Employer contribution / active EE | $9,186 | $5,276+74.1% | $4,343+111.5% | $4,662+97.1% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,802 | $16,641-83.2% | $12,684-77.9% | $13,400-79.1% |