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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 | $254,064 | $144,130+76.3% | $117,861+115.6% | $147,586+72.1% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 7.05% | 531.20%-524.1pp | 335.11%-328.1pp | 578.59%-571.5pp |
| Employer contribution / active EE | $5,769 | $4,897+17.8% | $3,786+52.4% | $4,876+18.3% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,510 | $10,887-58.6% | $8,021-43.8% | $10,886-58.6% |