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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 | $293,210 | $111,535+162.9% | $105,223+178.7% | $137,256+113.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.0%+13.2pp | 80.0%+8.3pp |
| Annual return | 10.47% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $8,088 | $3,939+105.3% | $3,689+119.3% | $4,156+94.6% |
| Participant deferral / active EE | $4,963 | $5,500-9.8% | $5,072-2.1% | $6,407-22.5% |
| Admin fee / account holder | $9,035 | $9,721-7.1% | $8,859+2.0% | $12,270-26.4% |