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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 | $470,897 | $160,070+194.2% | $147,117+220.1% | $145,897+222.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.08% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $4,896 | $5,285-7.3% | $4,932-0.7% | $4,663+5.0% |
| Participant deferral / active EE | $16,754 | $8,419+99.0% | $8,065+107.8% | $6,689+150.5% |
| Admin fee / account holder | $1,586 | $15,035-89.5% | $12,993-87.8% | $13,390-88.2% |