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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 | $174,379+102.6% | $152,093+132.3% | $138,895+154.4% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 9.33% | 74.86%-65.5pp | 66.36%-57.0pp | 145.39%-136.1pp |
| Employer contribution / active EE | $3,141 | $4,652-32.5% | $4,175-24.8% | $4,194-25.1% |
| Participant deferral / active EE | $7,367 | $6,159+19.6% | $5,451+35.1% | $6,396+15.2% |
| Admin fee / account holder | $36,757 | $16,880+117.8% | $14,497+153.6% | $12,562+192.6% |