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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 | $276,066 | $157,276+75.5% | $141,177+95.5% | $152,885+80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.41% | 64.33%-62.9pp | 71.40%-70.0pp | 345.39%-344.0pp |
| Employer contribution / active EE | $18,172 | $5,262+245.4% | $4,736+283.7% | $4,763+281.5% |
| Participant deferral / active EE | $7,242 | $7,110+1.9% | $6,710+7.9% | $5,851+23.8% |
| Admin fee / account holder | $2,023 | $12,123-83.3% | $10,263-80.3% | $11,598-82.6% |