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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 | $310,196 | $180,749+71.6% | $160,784+92.9% | $137,256+126.0% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 7.13% | 2234.46%-2227.3pp | 1803.92%-1796.8pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,064 | $6,844-11.4% | $6,293-3.6% | $6,407-5.4% |
| Admin fee / account holder | $55,111 | $10,397+430.1% | $9,717+467.2% | $12,270+349.2% |