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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 | $300,425 | $176,105+70.6% | $159,474+88.4% | $167,536+79.3% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 9.24% | 331.91%-322.7pp | 263.68%-254.4pp | 478.82%-469.6pp |
| Employer contribution / active EE | $4,798 | $5,299-9.5% | $4,831-0.7% | $4,839-0.9% |
| Participant deferral / active EE | $9,650 | $7,751+24.5% | $7,353+31.2% | $6,342+52.1% |
| Admin fee / account holder | $2,184 | $12,559-82.6% | $10,802-79.8% | $12,315-82.3% |