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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 | $294,835 | $107,368+174.6% | $92,915+217.3% | $152,909+92.8% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 4.09% | 145.64%-141.6pp | 109.45%-105.4pp | 345.46%-341.4pp |
| Employer contribution / active EE | $3,711 | $4,222-12.1% | $3,653+1.6% | $4,764-22.1% |
| Participant deferral / active EE | $8,706 | $4,848+79.6% | $4,238+105.4% | $5,851+48.8% |
| Admin fee / account holder | $1,978 | $7,082-72.1% | $5,796-65.9% | $11,601-82.9% |