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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 | $340,476 | $160,028+112.8% | $147,080+131.5% | $145,884+133.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,118 | $5,286-78.8% | $4,933-77.3% | $4,662-76.0% |
| Participant deferral / active EE | $5,524 | $8,422-34.4% | $8,066-31.5% | $6,690-17.4% |
| Admin fee / account holder | $17,387 | $15,030+15.7% | $12,989+33.9% | $13,392+29.8% |