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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 | $289,957 | $160,028+81.2% | $147,080+97.1% | $145,884+98.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.53% | 98.60%-95.1pp | 420.17%-416.6pp | 551.85%-548.3pp |
| Employer contribution / active EE | $6,213 | $5,286+17.5% | $4,933+25.9% | $4,662+33.3% |
| Participant deferral / active EE | $7,100 | $8,422-15.7% | $8,066-12.0% | $6,690+6.1% |
| Admin fee / account holder | $799 | $15,030-94.7% | $12,989-93.8% | $13,392-94.0% |