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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 | $369,328 | $90,691+307.2% | $76,119+385.2% | $145,884+153.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.25% | 624.52%-617.3pp | 361.25%-354.0pp | 551.85%-544.6pp |
| Employer contribution / active EE | $3,822 | $3,329+14.8% | $2,693+41.9% | $4,662-18.0% |
| Participant deferral / active EE | $17,197 | $5,167+232.8% | $4,259+303.8% | $6,690+157.1% |
| Admin fee / account holder | $782 | $8,383-90.7% | $6,421-87.8% | $13,392-94.2% |