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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 | $420,215 | $202,342+107.7% | $172,752+143.2% | $152,897+174.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.33% | 1029.83%-1020.5pp | 802.97%-793.6pp | 345.43%-336.1pp |
| Employer contribution / active EE | $7,709 | $5,858+31.6% | $5,144+49.9% | $4,764+61.8% |
| Participant deferral / active EE | $4,771 | $5,948-19.8% | $5,198-8.2% | $5,851-18.5% |
| Admin fee / account holder | $8,912 | $17,111-47.9% | $13,955-36.1% | $11,599-23.2% |