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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 | $330,746 | $160,028+106.7% | $147,080+124.9% | $145,884+126.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.98% | 98.60%-90.6pp | 420.17%-412.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $4,966 | $5,286-6.0% | $4,933+0.7% | $4,662+6.5% |
| Participant deferral / active EE | $9,244 | $8,422+9.8% | $8,066+14.6% | $6,690+38.2% |
| Admin fee / account holder | $3,183 | $15,030-78.8% | $12,989-75.5% | $13,392-76.2% |