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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 | $257,576 | $148,629+73.3% | $135,982+89.4% | $139,487+84.7% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.10% | 79.33%-67.2pp | 68.32%-56.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $18,893 | $5,247+260.1% | $4,859+288.8% | $4,755+297.4% |
| Participant deferral / active EE | $10,980 | $8,102+35.5% | $7,760+41.5% | $6,713+63.6% |
| Admin fee / account holder | $1,686 | $12,406-86.4% | $10,767-84.3% | $11,407-85.2% |