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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 | $436,014 | $142,354+206.3% | $125,529+247.3% | $155,188+181.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 5.01% | 306.06%-301.1pp | 202.56%-197.6pp | 148.84%-143.8pp |
| Employer contribution / active EE | $70,000 | $3,501+1899.2% | $3,058+2189.4% | $4,248+1547.9% |
| Participant deferral / active EE | $12,653 | $5,491+130.4% | $4,813+162.9% | $6,531+93.7% |
| Admin fee / account holder | $2,049 | $19,392-89.4% | $16,298-87.4% | $14,480-85.8% |