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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 | $294,690 | $159,978+84.2% | $147,041+100.4% | $145,978+101.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.96% | 98.36%-92.4pp | 419.21%-413.3pp | 550.52%-544.6pp |
| Employer contribution / active EE | $4,792 | $5,288-9.4% | $4,935-2.9% | $4,662+2.8% |
| Participant deferral / active EE | $8,345 | $8,429-1.0% | $8,071+3.4% | $6,690+24.8% |
| Admin fee / account holder | $13,237 | $15,053-12.1% | $13,006+1.8% | $13,400-1.2% |