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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 | $304,405 | $209,425+45.4% | $178,499+70.5% | $158,966+91.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.17% | 188.80%-182.6pp | 151.10%-144.9pp | 302.95%-296.8pp |
| Employer contribution / active EE | $1,415 | $5,707-75.2% | $5,011-71.8% | $4,762-70.3% |
| Participant deferral / active EE | $5,200 | $5,955-12.7% | $5,2020% | $5,983-13.1% |
| Admin fee / account holder | $1,656 | $17,078-90.3% | $13,986-88.2% | $11,250-85.3% |