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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 | $281,058 | $106,267+164.5% | $96,520+191.2% | $139,456+101.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.03% | 38.45%-38.4pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,073 | $4,105-49.5% | $3,739-44.6% | $4,753-56.4% |
| Participant deferral / active EE | $3,958 | $5,454-27.4% | $4,879-18.9% | $6,711-41.0% |
| Admin fee / account holder | $10,870 | $7,882+37.9% | $6,733+61.4% | $11,407-4.7% |