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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 | $253,798 | $72,071+252.1% | $68,368+271.2% | $137,256+84.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.74% | 353.14%-343.4pp | 292.57%-282.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $5,351 | $2,788+91.9% | $2,649+102.0% | $4,156+28.8% |
| Participant deferral / active EE | $12,013 | $4,410+172.4% | $4,123+191.4% | $6,407+87.5% |
| Admin fee / account holder | $20,786 | $5,336+289.6% | $5,150+303.6% | $12,270+69.4% |