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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 | $254,179 | $91,198+178.7% | $178,503+42.4% | $79,856+218.3% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 5.45% | 24.20%-18.7pp | 151.12%-145.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $9,314 | $3,257+186.0% | $5,011+85.9% | $2,471+276.9% |
| Participant deferral / active EE | $5,884 | $3,237+81.8% | $5,202+13.1% | $3,741+57.3% |
| Admin fee / account holder | $82,293 | $6,748+1119.5% | $13,987+488.4% | $5,306+1450.8% |