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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 | $324,077 | $162,136+99.9% | $152,301+112.8% | $154,746+109.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.51% | 91.02%-86.5pp | 80.50%-76.0pp | 172.34%-167.8pp |
| Employer contribution / active EE | $3,803 | $4,890-22.2% | $4,624-17.8% | $4,379-13.2% |
| Participant deferral / active EE | $7,934 | $8,341-4.9% | $8,004-0.9% | $6,730+17.9% |
| Admin fee / account holder | $1,470 | $15,759-90.7% | $14,398-89.8% | $14,365-89.8% |