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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 | $176,077+131.1% | $159,455+155.2% | $167,518+142.9% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 7.90% | 331.83%-323.9pp | 263.63%-255.7pp | 478.71%-470.8pp |
| Employer contribution / active EE | $17,695 | $5,298+234.0% | $4,830+266.3% | $4,838+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 | $12,556-58.9% | $10,800-52.2% | $12,312-58.1% |