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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 | $254,551 | $165,361+53.9% | $149,715+70.0% | $158,950+60.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.26% | 348.24%-345.0pp | 276.66%-273.4pp | 302.91%-299.7pp |
| Employer contribution / active EE | $8,329 | $5,103+63.2% | $4,645+79.3% | $4,762+74.9% |
| Participant deferral / active EE | $9,071 | $7,182+26.3% | $6,842+32.6% | $5,983+51.6% |
| Admin fee / account holder | $7,542 | $10,808-30.2% | $9,310-19.0% | $11,248-33.0% |