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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 | $278,214 | $176,120+58.0% | $159,487+74.4% | $167,553+66.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.17% | 331.95%-323.8pp | 263.71%-255.5pp | 478.89%-470.7pp |
| Employer contribution / active EE | $6,698 | $5,299+26.4% | $4,831+38.6% | $4,840+38.4% |
| Participant deferral / active EE | $10,257 | $7,752+32.3% | $7,354+39.5% | $6,343+61.7% |
| Admin fee / account holder | $71,552 | $12,561+469.6% | $10,804+562.3% | $12,316+480.9% |