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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 | $295,796 | $197,625+49.7% | $177,840+66.3% | $158,966+86.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 1.08% | 58.76%-57.7pp | 48.32%-47.2pp | 302.95%-301.9pp |
| Employer contribution / active EE | $20,575 | $6,698+207.2% | $5,919+247.6% | $4,762+332.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $60,504 | $15,405+292.8% | $12,431+386.7% | $11,250+437.8% |