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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 | $273,411 | $165,399+65.3% | $149,745+82.6% | $158,982+72.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 2.74% | 348.34%-345.6pp | 276.72%-274.0pp | 302.99%-300.2pp |
| Employer contribution / active EE | $14,286 | $5,105+179.9% | $4,646+207.5% | $4,763+199.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,910 | $10,811+10.2% | $9,312+27.9% | $11,252+5.9% |