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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 | $467,179 | $208,088+124.5% | $186,193+150.9% | $154,746+201.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.40% | 89.97%-82.6pp | 78.03%-70.6pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,630 | $4,340-39.4% | $3,918-32.9% | $4,379-39.9% |
| Participant deferral / active EE | $5,390 | $7,078-23.8% | $6,513-17.2% | $6,730-19.9% |
| Admin fee / account holder | $6,524 | $11,698-44.2% | $11,058-41.0% | $14,365-54.6% |