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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 | $269,104 | $160,028+68.2% | $147,080+83.0% | $145,884+84.5% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 9.01% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,429 | $5,286-54.0% | $4,933-50.8% | $4,662-47.9% |
| Participant deferral / active EE | $8,531 | $8,422+1.3% | $8,066+5.8% | $6,690+27.5% |
| Admin fee / account holder | $23,146 | $15,030+54.0% | $12,989+78.2% | $13,392+72.8% |