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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 | $353,370 | $172,111+105.3% | $150,298+135.1% | $137,256+157.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 9.33% | 69.37%-60.0pp | 62.79%-53.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $3,141 | $4,636-32.3% | $4,154-24.4% | $4,156-24.4% |
| Participant deferral / active EE | $7,367 | $6,166+19.5% | $5,453+35.1% | $6,407+15.0% |
| Admin fee / account holder | $36,757 | $16,471+123.2% | $14,116+160.4% | $12,270+199.6% |