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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 | $279,617 | $150,447+85.9% | $136,298+105.2% | $147,586+89.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 7.02% | 1049.15%-1042.1pp | 5156.27%-5149.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $4,781 | $5,256-9.0% | $4,696+1.8% | $4,876-2.0% |
| Participant deferral / active EE | $7,132 | $6,631+7.6% | $6,247+14.2% | $5,439+31.1% |
| Admin fee / account holder | $703 | $10,906-93.6% | $9,244-92.4% | $10,886-93.5% |