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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 | $440,531 | $150,412+192.9% | $120,574+265.4% | $145,884+202.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.66% | 154.50%-146.8pp | 107.42%-99.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $5,576 | $4,355+28.1% | $3,471+60.7% | $4,662+19.6% |
| Participant deferral / active EE | $16,230 | $6,175+162.8% | $4,996+224.9% | $6,690+142.6% |
| Admin fee / account holder | $107,470 | $12,224+779.2% | $9,445+1037.9% | $13,392+702.5% |