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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 | $365,148 | $178,174+104.9% | $156,181+133.8% | $137,256+166.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 8.96% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,164 | $4,972-56.5% | $4,294-49.6% | $4,156-47.9% |
| Participant deferral / active EE | $5,674 | $6,888-17.6% | $6,132-7.5% | $6,407-11.4% |
| Admin fee / account holder | $272,629 | $17,404+1466.5% | $14,586+1769.1% | $12,270+2121.9% |