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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 | $349,772 | $202,342+72.9% | $172,752+102.5% | $152,897+128.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 8.85% | 1029.83%-1021.0pp | 802.97%-794.1pp | 345.43%-336.6pp |
| Employer contribution / active EE | $8,510 | $5,858+45.3% | $5,144+65.4% | $4,764+78.6% |
| Participant deferral / active EE | $9,088 | $5,948+52.8% | $5,198+74.8% | $5,851+55.3% |
| Admin fee / account holder | $14,267 | $17,111-16.6% | $13,955+2.2% | $11,599+23.0% |