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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 | $337,387 | $197,637+70.7% | $177,848+89.7% | $158,982+112.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.40% | 58.77%-58.4pp | 48.33%-47.9pp | 302.99%-302.6pp |
| Employer contribution / active EE | $3,000 | $6,698-55.2% | $5,919-49.3% | $4,763-37.0% |
| Participant deferral / active EE | $26,000 | $8,405+209.3% | $7,714+237.1% | $5,983+334.5% |
| Admin fee / account holder | $308 | $15,406-98.0% | $12,431-97.5% | $11,252-97.3% |