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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 | $330,895 | $154,228+114.5% | $145,433+127.5% | $137,256+141.1% |
| Participation rate | 84.2% | 83.8%+0.4pp | 82.1%+2.1pp | 80.0%+4.3pp |
| Annual return | 4.20% | 74.59%-70.4pp | 66.58%-62.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $4,596 | $4,804-4.3% | $4,554+0.9% | $4,156+10.6% |
| Participant deferral / active EE | $11,322 | $8,216+37.8% | $7,897+43.4% | $6,407+76.7% |
| Admin fee / account holder | $55,239 | $14,344+285.1% | $13,129+320.7% | $12,270+350.2% |