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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 | $365,729 | $129,737+181.9% | $119,126+207.0% | $154,746+136.3% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 8.38% | 379.08%-370.7pp | 282.11%-273.7pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,462 | $4,375-66.6% | $4,034-63.8% | $4,379-66.6% |
| Participant deferral / active EE | $2,567 | $5,842-56.1% | $5,318-51.7% | $6,730-61.9% |
| Admin fee / account holder | $4,692 | $11,961-60.8% | $10,693-56.1% | $14,365-67.3% |