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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 | $250,907 | $202,326+24.0% | $172,745+45.2% | $152,870+64.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 5.26% | 1029.72%-1024.5pp | 802.90%-797.6pp | 345.34%-340.1pp |
| Employer contribution / active EE | $10,132 | $5,858+73.0% | $5,144+96.9% | $4,763+112.7% |
| Participant deferral / active EE | $4,625 | $5,948-22.2% | $5,197-11.0% | $5,850-20.9% |
| Admin fee / account holder | $24,048 | $17,110+40.6% | $13,954+72.3% | $11,597+107.4% |