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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 | $353,920 | $159,934+121.3% | $147,005+140.8% | $145,959+142.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 4.52% | 98.24%-93.7pp | 418.76%-414.2pp | 561.95%-557.4pp |
| Employer contribution / active EE | $8,626 | $5,287+63.2% | $4,934+74.8% | $4,661+85.1% |
| Participant deferral / active EE | $15,393 | $8,427+82.7% | $8,070+90.7% | $6,689+130.1% |
| Admin fee / account holder | $4,420 | $15,053-70.6% | $13,006-66.0% | $13,398-67.0% |