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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 | $441,450 | $172,758+155.5% | $149,600+195.1% | $138,895+217.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | -0.68% | 181.17%-181.9pp | 129.59%-130.3pp | 145.39%-146.1pp |
| Employer contribution / active EE | $24,527 | $4,778+413.3% | $4,193+484.9% | $4,194+484.8% |
| Participant deferral / active EE | $31,000 | $8,180+279.0% | $7,203+330.4% | $6,396+384.7% |
| Admin fee / account holder | $20,869 | $17,615+18.5% | $13,963+49.5% | $12,562+66.1% |