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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 | $469,608 | $107,363+337.4% | $92,909+405.4% | $152,897+207.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 4.84% | 145.63%-140.8pp | 109.44%-104.6pp | 345.43%-340.6pp |
| Employer contribution / active EE | $18,326 | $4,222+334.1% | $3,653+401.6% | $4,764+284.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23,053 | $7,082+225.5% | $5,795+297.8% | $11,599+98.7% |