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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 | $310,196 | $208,088+49.1% | $186,193+66.6% | $154,746+100.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 7.13% | 89.97%-82.8pp | 78.03%-70.9pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,064 | $7,078-14.3% | $6,513-6.9% | $6,730-9.9% |
| Admin fee / account holder | $55,111 | $11,698+371.1% | $11,058+398.4% | $14,365+283.6% |