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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 | $274,529 | $183,988+49.2% | $162,177+69.3% | $152,897+79.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 9.66% | 150.79%-141.1pp | 115.60%-105.9pp | 345.43%-335.8pp |
| Employer contribution / active EE | $8,750 | $6,370+37.4% | $5,613+55.9% | $4,764+83.7% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $854 | $13,123-93.5% | $10,843-92.1% | $11,599-92.6% |