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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 | $299,463 | $160,040+87.1% | $147,096+103.6% | $145,877+105.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.93% | 98.49%-89.6pp | 419.75%-410.8pp | 551.28%-542.4pp |
| Employer contribution / active EE | $6,230 | $5,289+17.8% | $4,936+26.2% | $4,663+33.6% |
| Participant deferral / active EE | $12,318 | $8,429+46.1% | $8,071+52.6% | $6,691+84.1% |
| Admin fee / account holder | $884 | $15,050-94.1% | $13,005-93.2% | $13,402-93.4% |