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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 | $400,871 | $160,070+150.4% | $147,117+172.5% | $145,897+174.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 8.75% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $3,912 | $5,285-26.0% | $4,932-20.7% | $4,663-16.1% |
| Participant deferral / active EE | $9,780 | $8,419+16.2% | $8,065+21.3% | $6,689+46.2% |
| Admin fee / account holder | $1,926 | $15,035-87.2% | $12,993-85.2% | $13,390-85.6% |