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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 | $88,778+326.0% | $81,844+362.1% | $145,884+159.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.98% | 1033.03%-1024.1pp | 778.87%-769.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $34,491 | $3,087+1017.3% | $2,916+1082.6% | $4,662+639.8% |
| Participant deferral / active EE | $16,396 | $4,648+252.7% | $4,323+279.2% | $6,690+145.1% |
| Admin fee / account holder | $2,741 | $8,430-67.5% | $7,355-62.7% | $13,392-79.5% |