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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 | $281,498 | $115,810+143.1% | $101,271+178.0% | $158,966+77.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 4.93% | 56.15%-51.2pp | 46.48%-41.5pp | 302.95%-298.0pp |
| Employer contribution / active EE | $2,806 | $4,175-32.8% | $3,660-23.3% | $4,762-41.1% |
| Participant deferral / active EE | $14,050 | $4,958+183.4% | $4,371+221.5% | $5,983+134.8% |
| Admin fee / account holder | $24,009 | $7,248+231.2% | $5,948+303.7% | $11,250+113.4% |