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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 | $285,540 | $176,120+62.1% | $159,487+79.0% | $167,553+70.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.51% | 331.95%-325.4pp | 263.71%-257.2pp | 478.89%-472.4pp |
| Employer contribution / active EE | $13,781 | $5,299+160.0% | $4,831+185.2% | $4,840+184.8% |
| Participant deferral / active EE | $15,740 | $7,752+103.1% | $7,354+114.0% | $6,343+148.2% |
| Admin fee / account holder | $6,033 | $12,561-52.0% | $10,804-44.2% | $12,316-51.0% |