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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 | $307,684 | $175,259+75.6% | $149,723+105.5% | $139,487+120.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 2.00% | 166.82%-164.8pp | 134.50%-132.5pp | 373.84%-371.8pp |
| Employer contribution / active EE | $2,330 | $5,478-57.5% | $4,821-51.7% | $4,755-51.0% |
| Participant deferral / active EE | $9,501 | $6,522+45.7% | $5,682+67.2% | $6,713+41.5% |
| Admin fee / account holder | $26,109 | $16,158+61.6% | $13,215+97.6% | $11,407+128.9% |