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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 | $301,833 | $159,934+88.7% | $147,005+105.3% | $145,959+106.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.59% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $11,281 | $5,287+113.4% | $4,934+128.6% | $4,661+142.0% |
| Participant deferral / active EE | $12,131 | $8,427+44.0% | $8,070+50.3% | $6,689+81.4% |
| Admin fee / account holder | $832 | $15,053-94.5% | $13,006-93.6% | $13,398-93.8% |