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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 | $514,322 | $160,028+221.4% | $147,080+249.7% | $145,884+252.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 6.07% | 98.60%-92.5pp | 420.17%-414.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $4,855 | $5,286-8.1% | $4,933-1.6% | $4,662+4.1% |
| Participant deferral / active EE | $14,669 | $8,422+74.2% | $8,066+81.9% | $6,690+119.3% |
| Admin fee / account holder | $5,274 | $15,030-64.9% | $12,989-59.4% | $13,392-60.6% |