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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 | $305,178 | $159,934+90.8% | $147,005+107.6% | $145,959+109.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.38% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $12,179 | $5,287+130.4% | $4,934+146.8% | $4,661+161.3% |
| Participant deferral / active EE | $9,415 | $8,427+11.7% | $8,070+16.7% | $6,689+40.8% |
| Admin fee / account holder | $19,930 | $15,053+32.4% | $13,006+53.2% | $13,398+48.8% |