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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 | $278,626 | $154,754+80.0% | $124,206+124.3% | $138,895+100.6% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.6%+17.9pp | 79.9%+7.6pp |
| Annual return | 9.43% | 709.28%-699.9pp | 515.27%-505.8pp | 145.39%-136.0pp |
| Employer contribution / active EE | $6,250 | $4,446+40.6% | $3,540+76.5% | $4,194+49.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,754 | $6,690+60.8% | $5,929+81.4% | $12,562-14.4% |