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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 | $424,781 | $209,874+102.4% | $189,537+124.1% | $167,536+153.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.13% | 748.61%-743.5pp | 555.34%-550.2pp | 478.82%-473.7pp |
| Employer contribution / active EE | $17,671 | $6,913+155.6% | $6,161+186.8% | $4,839+265.2% |
| Participant deferral / active EE | $18,246 | $8,934+104.2% | $8,220+122.0% | $6,342+187.7% |
| Admin fee / account holder | $8,333 | $14,299-41.7% | $12,048-30.8% | $12,315-32.3% |