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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 | $159,978+106.7% | $147,041+124.9% | $145,978+126.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.98% | 98.36%-90.4pp | 419.21%-411.2pp | 550.52%-542.5pp |
| Employer contribution / active EE | $4,966 | $5,288-6.1% | $4,935+0.6% | $4,662+6.5% |
| Participant deferral / active EE | $9,244 | $8,429+9.7% | $8,071+14.5% | $6,690+38.2% |
| Admin fee / account holder | $3,183 | $15,053-78.9% | $13,006-75.5% | $13,400-76.3% |