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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 | $265,158 | $160,070+65.7% | $147,117+80.2% | $145,897+81.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.48% | 98.69%-89.2pp | 420.54%-411.1pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,526 | $5,285-71.1% | $4,932-69.1% | $4,663-67.3% |
| Participant deferral / active EE | $12,713 | $8,419+51.0% | $8,065+57.6% | $6,689+90.0% |
| Admin fee / account holder | $5,157 | $15,035-65.7% | $12,993-60.3% | $13,390-61.5% |