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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 | $401,573 | $202,342+98.5% | $172,753+132.5% | $152,909+162.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.08% | 1029.88%-1021.8pp | 803.00%-794.9pp | 345.46%-337.4pp |
| Employer contribution / active EE | $4,982 | $5,857-14.9% | $5,144-3.2% | $4,764+4.6% |
| Participant deferral / active EE | $9,963 | $5,948+67.5% | $5,198+91.7% | $5,851+70.3% |
| Admin fee / account holder | $3,729 | $17,112-78.2% | $13,956-73.3% | $11,601-67.9% |