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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 | $524,413 | $178,174+194.3% | $156,181+235.8% | $137,256+282.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 2.04% | 84.19%-82.1pp | 64.87%-62.8pp | 220.34%-218.3pp |
| Employer contribution / active EE | $10,000 | $4,972+101.1% | $4,294+132.9% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,244 | $17,404-64.1% | $14,586-57.2% | $12,270-49.1% |