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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 | $290,939 | $148,629+95.7% | $135,982+114.0% | $139,487+108.6% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.4pp | 80.3%+6.0pp |
| Annual return | 12.06% | 79.33%-67.3pp | 68.32%-56.3pp | 373.84%-361.8pp |
| Employer contribution / active EE | $1,808 | $5,247-65.5% | $4,859-62.8% | $4,755-62.0% |
| Participant deferral / active EE | $6,117 | $8,102-24.5% | $7,760-21.2% | $6,713-8.9% |
| Admin fee / account holder | $6,692 | $12,406-46.1% | $10,767-37.8% | $11,407-41.3% |