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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 | $160,040+65.7% | $147,096+80.3% | $145,877+81.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.48% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,526 | $5,289-71.1% | $4,936-69.1% | $4,663-67.3% |
| Participant deferral / active EE | $12,713 | $8,429+50.8% | $8,071+57.5% | $6,691+90.0% |
| Admin fee / account holder | $5,157 | $15,050-65.7% | $13,005-60.3% | $13,402-61.5% |