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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 | $372,971 | $125,237+197.8% | $105,608+253.2% | $145,877+155.7% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 5.50% | 225.76%-220.3pp | 116.50%-111.0pp | 551.28%-545.8pp |
| Employer contribution / active EE | $4,616 | $3,720+24.1% | $3,167+45.8% | $4,663-1.0% |
| Participant deferral / active EE | $9,532 | $5,711+66.9% | $5,010+90.3% | $6,691+42.5% |
| Admin fee / account holder | $5,999 | $17,287-65.3% | $11,028-45.6% | $13,402-55.2% |