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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 | $338,004 | $72,071+369.0% | $68,368+394.4% | $137,256+146.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 10.49% | 353.14%-342.7pp | 292.57%-282.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,100 | $2,788-24.7% | $2,649-20.7% | $4,156-49.5% |
| Participant deferral / active EE | $5,245 | $4,410+18.9% | $4,123+27.2% | $6,407-18.1% |
| Admin fee / account holder | $1,486 | $5,336-72.2% | $5,150-71.2% | $12,270-87.9% |