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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 | $356,992 | $156,398+128.3% | $147,318+142.3% | $138,895+157.0% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 10.63% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $16,194 | $4,853+233.7% | $4,593+252.6% | $4,194+286.1% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $294,715 | $14,976+1868.0% | $13,708+2050.0% | $12,562+2246.1% |