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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 | $307,627 | $176,688+74.1% | $130,660+135.4% | $152,909+101.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 1.41% | 2693.08%-2691.7pp | 1709.29%-1707.9pp | 345.46%-344.1pp |
| Employer contribution / active EE | $12,603 | $5,743+119.5% | $4,092+208.0% | $4,764+164.6% |
| Participant deferral / active EE | $4,750 | $4,362+8.9% | $3,603+31.8% | $5,851-18.8% |
| Admin fee / account holder | $4,162 | $7,131-41.6% | $5,463-23.8% | $11,601-64.1% |