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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 | $415,124 | $165,381+151.0% | $149,730+177.2% | $158,966+161.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.93% | 348.29%-343.4pp | 276.70%-271.8pp | 302.95%-298.0pp |
| Employer contribution / active EE | $17,429 | $5,104+241.5% | $4,645+275.2% | $4,762+266.0% |
| Participant deferral / active EE | $10,294 | $7,182+43.3% | $6,843+50.4% | $5,983+72.1% |
| Admin fee / account holder | $12,169 | $10,809+12.6% | $9,310+30.7% | $11,250+8.2% |