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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 | $354,475 | $165,381+114.3% | $149,730+136.7% | $158,966+123.0% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 7.86% | 348.29%-340.4pp | 276.70%-268.8pp | 302.95%-295.1pp |
| Employer contribution / active EE | $2,507 | $5,104-50.9% | $4,645-46.0% | $4,762-47.4% |
| Participant deferral / active EE | $7,842 | $7,182+9.2% | $6,843+14.6% | $5,983+31.1% |
| Admin fee / account holder | $24,016 | $10,809+122.2% | $9,310+157.9% | $11,250+113.5% |