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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 | $314,853 | $159,978+96.8% | $147,041+114.1% | $145,978+115.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 7.16% | 98.36%-91.2pp | 419.21%-412.1pp | 550.52%-543.4pp |
| Employer contribution / active EE | $64,360 | $5,288+1117.1% | $4,935+1204.2% | $4,662+1280.6% |
| Participant deferral / active EE | $139,929 | $8,429+1560.1% | $8,071+1633.7% | $6,690+1991.8% |
| Admin fee / account holder | $311,951 | $15,053+1972.3% | $13,006+2298.5% | $13,400+2227.9% |