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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 | $277,985 | $160,040+73.7% | $147,096+89.0% | $145,877+90.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 7.07% | 98.49%-91.4pp | 419.75%-412.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,093 | $5,289-79.3% | $4,936-77.9% | $4,663-76.6% |
| Participant deferral / active EE | $7,615 | $8,429-9.7% | $8,071-5.6% | $6,691+13.8% |
| Admin fee / account holder | $2,022 | $15,050-86.6% | $13,005-84.5% | $13,402-84.9% |