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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 | $462,459 | $160,040+189.0% | $147,096+214.4% | $145,877+217.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.26% | 98.49%-90.2pp | 419.75%-411.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,992 | $5,289-43.4% | $4,936-39.4% | $4,663-35.8% |
| Participant deferral / active EE | $13,246 | $8,429+57.1% | $8,071+64.1% | $6,691+98.0% |
| Admin fee / account holder | $10,512 | $15,050-30.2% | $13,005-19.2% | $13,402-21.6% |