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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 | $422,613 | $226,135+86.9% | $182,558+131.5% | $152,909+176.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.67% | 192.60%-187.9pp | 148.59%-143.9pp | 345.46%-340.8pp |
| Employer contribution / active EE | $7,143 | $4,979+43.5% | $4,076+75.2% | $4,764+49.9% |
| Participant deferral / active EE | $3,429 | $6,371-46.2% | $5,526-38.0% | $5,851-41.4% |
| Admin fee / account holder | $68,600 | $10,707+540.7% | $8,594+698.2% | $11,601+491.3% |