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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 | $317,440 | $160,070+98.3% | $147,117+115.8% | $145,897+117.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.75% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $8,611 | $5,285+63.0% | $4,932+74.6% | $4,663+84.7% |
| Participant deferral / active EE | $22,496 | $8,419+167.2% | $8,065+179.0% | $6,689+236.3% |
| Admin fee / account holder | $25,946 | $15,035+72.6% | $12,993+99.7% | $13,390+93.8% |