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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 | $159,934+68.3% | $147,005+83.1% | $145,959+84.4% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 9.01% | 98.24%-89.2pp | 418.76%-409.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,429 | $5,287-54.1% | $4,934-50.8% | $4,661-47.9% |
| Participant deferral / active EE | $8,531 | $8,427+1.2% | $8,070+5.7% | $6,689+27.5% |
| Admin fee / account holder | $23,146 | $15,053+53.8% | $13,006+78.0% | $13,398+72.8% |