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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 | $196,972+68.0% | $182,262+81.5% | $198,609+66.6% |
| Participation rate | 84.2% | 85.7%-1.5pp | 84.2%0pp | 82.4%+1.8pp |
| Annual return | 4.20% | 158.27%-154.1pp | 140.60%-136.4pp | 202.70%-198.5pp |
| Employer contribution / active EE | $4,596 | $5,364-14.3% | $5,046-8.9% | $5,055-9.1% |
| Participant deferral / active EE | $11,322 | $8,643+31.0% | $8,276+36.8% | $6,977+62.3% |
| Admin fee / account holder | $55,239 | $18,429+199.7% | $16,712+230.5% | $19,030+190.3% |