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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 | $316,568 | $100,139+216.1% | $85,187+271.6% | $145,884+117.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 5.66% | 84.15%-78.5pp | 66.67%-61.0pp | 551.85%-546.2pp |
| Employer contribution / active EE | $1,306 | $3,238-59.7% | $2,732-52.2% | $4,662-72.0% |
| Participant deferral / active EE | $8,866 | $5,296+67.4% | $4,525+95.9% | $6,690+32.5% |
| Admin fee / account holder | $1,167 | $7,262-83.9% | $6,162-81.1% | $13,392-91.3% |