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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 | $396,003 | $165,381+139.4% | $149,730+164.5% | $158,966+149.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 1.64% | 348.29%-346.7pp | 276.70%-275.1pp | 302.95%-301.3pp |
| Employer contribution / active EE | $3,146 | $5,104-38.4% | $4,645-32.3% | $4,762-33.9% |
| Participant deferral / active EE | $13,263 | $7,182+84.7% | $6,843+93.8% | $5,983+121.7% |
| Admin fee / account holder | $81,515 | $10,809+654.1% | $9,310+775.5% | $11,250+624.6% |