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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 | $258,278 | $72,071+258.4% | $68,368+277.8% | $137,256+88.2% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 12.76% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,329 | $2,788+19.4% | $2,649+25.7% | $4,156-19.9% |
| Participant deferral / active EE | $9,025 | $4,410+104.6% | $4,123+118.9% | $6,407+40.9% |
| Admin fee / account holder | $10,348 | $5,336+93.9% | $5,150+100.9% | $12,270-15.7% |