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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 | $296,137 | $159,978+85.1% | $147,041+101.4% | $145,978+102.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 3.39% | 98.36%-95.0pp | 419.21%-415.8pp | 550.52%-547.1pp |
| Employer contribution / active EE | $3,313 | $5,288-37.3% | $4,935-32.9% | $4,662-28.9% |
| Participant deferral / active EE | $9,399 | $8,429+11.5% | $8,071+16.5% | $6,690+40.5% |
| Admin fee / account holder | $45,139 | $15,053+199.9% | $13,006+247.1% | $13,400+236.9% |