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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 | $335,282 | $202,342+65.7% | $172,753+94.1% | $152,909+119.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.24% | 1029.88%-1028.6pp | 803.00%-801.8pp | 345.46%-344.2pp |
| Employer contribution / active EE | $7,679 | $5,857+31.1% | $5,144+49.3% | $4,764+61.2% |
| Participant deferral / active EE | $7,044 | $5,948+18.4% | $5,198+35.5% | $5,851+20.4% |
| Admin fee / account holder | $13,065 | $17,112-23.6% | $13,956-6.4% | $11,601+12.6% |