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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 | $477,374 | $112,131+325.7% | $95,964+397.5% | $158,982+200.3% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.7pp | 82.0%-10.5pp |
| Annual return | 3.18% | 171.19%-168.0pp | 91.64%-88.5pp | 302.99%-299.8pp |
| Employer contribution / active EE | $1,813 | $3,199-43.3% | $2,541-28.7% | $4,763-61.9% |
| Participant deferral / active EE | $8,359 | $4,784+74.7% | $4,167+100.6% | $5,983+39.7% |
| Admin fee / account holder | $4,138 | $10,136-59.2% | $6,797-39.1% | $11,252-63.2% |