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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 | $406,984 | $176,105+131.1% | $159,474+155.2% | $167,536+142.9% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 7.90% | 331.91%-324.0pp | 263.68%-255.8pp | 478.82%-470.9pp |
| Employer contribution / active EE | $17,695 | $5,299+233.9% | $4,831+266.3% | $4,839+265.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,163 | $12,559-58.9% | $10,802-52.2% | $12,315-58.1% |