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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 | $354,908 | $183,539+93.4% | $155,556+128.2% | $145,897+143.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.21% | 61.31%-53.1pp | 64.84%-56.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,646 | $5,315-69.0% | $4,675-64.8% | $4,663-64.7% |
| Participant deferral / active EE | $7,984 | $6,467+23.5% | $5,631+41.8% | $6,689+19.4% |
| Admin fee / account holder | $3,975 | $19,275-79.4% | $15,885-75.0% | $13,390-70.3% |