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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 | $487,642 | $165,361+194.9% | $149,715+225.7% | $158,950+206.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.65% | 348.24%-340.6pp | 276.66%-269.0pp | 302.91%-295.3pp |
| Employer contribution / active EE | $3,576 | $5,103-29.9% | $4,645-23.0% | $4,762-24.9% |
| Participant deferral / active EE | $6,860 | $7,182-4.5% | $6,842+0.3% | $5,983+14.7% |
| Admin fee / account holder | $8,919 | $10,808-17.5% | $9,310-4.2% | $11,248-20.7% |