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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 | $316,290 | $176,105+79.6% | $159,474+98.3% | $167,536+88.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.73% | 331.91%-323.2pp | 263.68%-254.9pp | 478.82%-470.1pp |
| Employer contribution / active EE | $1,406 | $5,299-73.5% | $4,831-70.9% | $4,839-70.9% |
| Participant deferral / active EE | $12,973 | $7,751+67.4% | $7,353+76.4% | $6,342+104.5% |
| Admin fee / account holder | $3,095 | $12,559-75.4% | $10,802-71.3% | $12,315-74.9% |