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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 | $456,129 | $209,874+117.3% | $189,537+140.7% | $167,536+172.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.71% | 748.61%-742.9pp | 555.34%-549.6pp | 478.82%-473.1pp |
| Employer contribution / active EE | $10,578 | $6,913+53.0% | $6,161+71.7% | $4,839+118.6% |
| Participant deferral / active EE | $11,178 | $8,934+25.1% | $8,220+36.0% | $6,342+76.2% |
| Admin fee / account holder | $3,986 | $14,299-72.1% | $12,048-66.9% | $12,315-67.6% |