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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 | $301,644 | $132,634+127.4% | $115,768+160.6% | $137,256+119.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 9.09% | 160.70%-151.6pp | 100.46%-91.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $3,931 | $3,360+17.0% | $2,940+33.7% | $4,156-5.4% |
| Participant deferral / active EE | $12,819 | $5,619+128.2% | $4,917+160.7% | $6,407+100.1% |
| Admin fee / account holder | $44,109 | $15,028+193.5% | $12,439+254.6% | $12,270+259.5% |