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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 | $270,218 | $70,366+284.0% | $66,674+305.3% | $138,895+94.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.20% | 386.41%-378.2pp | 321.24%-313.0pp | 145.39%-137.2pp |
| Employer contribution / active EE | $4,444 | $2,765+60.7% | $2,620+69.6% | $4,194+6.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,718 | $5,262-29.3% | $5,098-27.1% | $12,562-70.4% |