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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 | $372,917 | $183,592+103.1% | $155,567+139.7% | $145,959+155.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.06% | 61.24%-53.2pp | 64.74%-56.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,127 | $5,315-60.0% | $4,674-54.5% | $4,661-54.4% |
| Participant deferral / active EE | $7,467 | $6,464+15.5% | $5,628+32.7% | $6,689+11.6% |
| Admin fee / account holder | $4,608 | $19,318-76.1% | $15,916-71.0% | $13,398-65.6% |