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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 | $317,770 | $197,637+60.8% | $177,848+78.7% | $158,982+99.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.90% | 58.77%-56.9pp | 48.33%-46.4pp | 302.99%-301.1pp |
| Employer contribution / active EE | $28,330 | $6,698+322.9% | $5,919+378.7% | $4,763+494.8% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,696 | $15,406-43.6% | $12,431-30.0% | $11,252-22.7% |