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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 | $296,118 | $202,345+46.3% | $172,755+71.4% | $152,885+93.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.77% | 1029.77%-1023.0pp | 802.94%-796.2pp | 345.39%-338.6pp |
| Employer contribution / active EE | $2,281 | $5,858-61.1% | $5,144-55.7% | $4,763-52.1% |
| Participant deferral / active EE | $6,989 | $5,948+17.5% | $5,198+34.5% | $5,851+19.5% |
| Admin fee / account holder | $2,357 | $17,111-86.2% | $13,955-83.1% | $11,598-79.7% |