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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 | $410,459 | $176,120+133.1% | $159,487+157.4% | $167,553+145.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 8.31% | 331.95%-323.6pp | 263.71%-255.4pp | 478.89%-470.6pp |
| Employer contribution / active EE | $2,677 | $5,299-49.5% | $4,831-44.6% | $4,840-44.7% |
| Participant deferral / active EE | $2,938 | $7,752-62.1% | $7,354-60.1% | $6,343-53.7% |
| Admin fee / account holder | $167,936 | $12,561+1237.0% | $10,804+1454.4% | $12,316+1263.5% |