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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 | $420,886 | $202,345+108.0% | $172,755+143.6% | $152,885+175.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 11.23% | 1029.77%-1018.5pp | 802.94%-791.7pp | 345.39%-334.2pp |
| Employer contribution / active EE | $2,513 | $5,858-57.1% | $5,144-51.2% | $4,763-47.3% |
| Participant deferral / active EE | $8,175 | $5,948+37.4% | $5,198+57.3% | $5,851+39.7% |
| Admin fee / account holder | $5,759 | $17,111-66.3% | $13,955-58.7% | $11,598-50.3% |