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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 | $254,551 | $176,120+44.5% | $159,487+59.6% | $167,553+51.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.60% | 331.95%-327.3pp | 263.71%-259.1pp | 478.89%-474.3pp |
| Employer contribution / active EE | $4,213 | $5,299-20.5% | $4,831-12.8% | $4,840-12.9% |
| Participant deferral / active EE | $15,845 | $7,752+104.4% | $7,354+115.5% | $6,343+149.8% |
| Admin fee / account holder | $654 | $12,561-94.8% | $10,804-93.9% | $12,316-94.7% |