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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 | $306,652 | $202,345+51.5% | $172,755+77.5% | $152,885+100.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 3.83% | 1029.77%-1025.9pp | 802.94%-799.1pp | 345.39%-341.6pp |
| Employer contribution / active EE | $1,942 | $5,858-66.8% | $5,144-62.2% | $4,763-59.2% |
| Participant deferral / active EE | $4,120 | $5,948-30.7% | $5,198-20.7% | $5,851-29.6% |
| Admin fee / account holder | $5,649 | $17,111-67.0% | $13,955-59.5% | $11,598-51.3% |