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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 | $378,197 | $88,702+326.4% | $81,780+362.5% | $145,978+159.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.98% | 1029.12%-1020.1pp | 776.27%-767.3pp | 550.52%-541.5pp |
| Employer contribution / active EE | $34,491 | $3,084+1018.2% | $2,914+1083.7% | $4,662+639.9% |
| Participant deferral / active EE | $16,396 | $4,645+253.0% | $4,321+279.5% | $6,690+145.1% |
| Admin fee / account holder | $2,741 | $8,414-67.4% | $7,384-62.9% | $13,400-79.5% |