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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 | $358,860 | $150,207+138.9% | $120,380+198.1% | $145,978+145.8% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 4.21% | 154.28%-150.1pp | 107.28%-103.1pp | 550.52%-546.3pp |
| Employer contribution / active EE | $10,000 | $4,351+129.9% | $3,465+188.6% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,992 | $12,203+88.4% | $9,421+144.1% | $13,400+71.6% |