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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 | $344,775 | $162,136+112.6% | $152,301+126.4% | $154,746+122.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.14% | 91.02%-83.9pp | 80.50%-73.4pp | 172.34%-165.2pp |
| Employer contribution / active EE | $7,195 | $4,890+47.1% | $4,624+55.6% | $4,379+64.3% |
| Participant deferral / active EE | $7,863 | $8,341-5.7% | $8,004-1.8% | $6,730+16.8% |
| Admin fee / account holder | $9,016 | $15,759-42.8% | $14,398-37.4% | $14,365-37.2% |