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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 | $283,213 | $202,342+40.0% | $172,752+63.9% | $152,897+85.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 11.29% | 1029.83%-1018.5pp | 802.97%-791.7pp | 345.43%-334.1pp |
| Employer contribution / active EE | $10,571 | $5,858+80.5% | $5,144+105.5% | $4,764+121.9% |
| Participant deferral / active EE | $6,607 | $5,948+11.1% | $5,198+27.1% | $5,851+12.9% |
| Admin fee / account holder | $2,688 | $17,111-84.3% | $13,955-80.7% | $11,599-76.8% |