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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 | $277,658 | $159,978+73.6% | $147,041+88.8% | $145,978+90.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.99% | 98.36%-89.4pp | 419.21%-410.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $9,340 | $5,288+76.6% | $4,935+89.3% | $4,662+100.4% |
| Participant deferral / active EE | $11,530 | $8,429+36.8% | $8,071+42.9% | $6,690+72.4% |
| Admin fee / account holder | $1,537 | $15,053-89.8% | $13,006-88.2% | $13,400-88.5% |