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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 | $433,901 | $129,737+234.4% | $119,126+264.2% | $154,746+180.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 3.98% | 379.08%-375.1pp | 282.11%-278.1pp | 172.34%-168.4pp |
| Employer contribution / active EE | $2,225 | $4,375-49.1% | $4,034-44.8% | $4,379-49.2% |
| Participant deferral / active EE | $20,000 | $5,842+242.4% | $5,318+276.1% | $6,730+197.2% |
| Admin fee / account holder | $15,337 | $11,961+28.2% | $10,693+43.4% | $14,365+6.8% |