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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 | $252,537 | $202,342+24.8% | $172,753+46.2% | $152,909+65.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 11.63% | 1029.88%-1018.2pp | 803.00%-791.4pp | 345.46%-333.8pp |
| Employer contribution / active EE | $3,462 | $5,857-40.9% | $5,144-32.7% | $4,764-27.3% |
| Participant deferral / active EE | $10,286 | $5,948+72.9% | $5,198+97.9% | $5,851+75.8% |
| Admin fee / account holder | $4,384 | $17,112-74.4% | $13,956-68.6% | $11,601-62.2% |