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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 | $251,731 | $165,351+52.2% | $149,710+68.1% | $158,931+58.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.33% | 348.19%-341.9pp | 276.63%-270.3pp | 302.86%-296.5pp |
| Employer contribution / active EE | $5,055 | $5,103-0.9% | $4,645+8.8% | $4,761+6.2% |
| Participant deferral / active EE | $8,406 | $7,181+17.1% | $6,842+22.9% | $5,982+40.5% |
| Admin fee / account holder | $47,387 | $10,807+338.5% | $9,309+409.0% | $11,247+321.3% |