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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 | $315,878 | $209,428+50.8% | $178,498+77.0% | $158,950+98.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 5.42% | 188.78%-183.4pp | 151.09%-145.7pp | 302.91%-297.5pp |
| Employer contribution / active EE | $10,577 | $5,707+85.3% | $5,011+111.1% | $4,762+122.1% |
| Participant deferral / active EE | $6,725 | $5,955+12.9% | $5,202+29.3% | $5,983+12.4% |
| Admin fee / account holder | $2,894 | $17,077-83.1% | $13,985-79.3% | $11,248-74.3% |