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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 | $337,320 | $183,539+83.8% | $155,556+116.8% | $145,897+131.2% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 7.70% | 61.31%-53.6pp | 64.84%-57.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,124 | $5,315-60.0% | $4,675-54.6% | $4,663-54.4% |
| Participant deferral / active EE | $8,940 | $6,467+38.2% | $5,631+58.8% | $6,689+33.7% |
| Admin fee / account holder | $6,258 | $19,275-67.5% | $15,885-60.6% | $13,390-53.3% |