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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 | $400,231 | $209,422+91.1% | $178,503+124.2% | $158,982+151.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.20% | 188.81%-184.6pp | 151.12%-146.9pp | 302.99%-298.8pp |
| Employer contribution / active EE | $1,667 | $5,707-70.8% | $5,011-66.7% | $4,763-65.0% |
| Participant deferral / active EE | $11,626 | $5,955+95.2% | $5,202+123.5% | $5,983+94.3% |
| Admin fee / account holder | $2,822 | $17,079-83.5% | $13,987-79.8% | $11,252-74.9% |