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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 | $339,526 | $175,259+93.7% | $149,723+126.8% | $139,487+143.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.34% | 166.82%-158.5pp | 134.50%-126.2pp | 373.84%-365.5pp |
| Employer contribution / active EE | $6,746 | $5,478+23.1% | $4,821+39.9% | $4,755+41.9% |
| Participant deferral / active EE | $4,286 | $6,522-34.3% | $5,682-24.6% | $6,713-36.2% |
| Admin fee / account holder | $3,334 | $16,158-79.4% | $13,215-74.8% | $11,407-70.8% |