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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 | $391,979 | $141,004+178.0% | $112,273+249.1% | $139,466+181.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 4.36% | 32.75%-28.4pp | 30.23%-25.9pp | 373.66%-369.3pp |
| Employer contribution / active EE | $1,667 | $4,285-61.1% | $3,431-51.4% | $4,754-64.9% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,170 | $9,959-28.0% | $7,752-7.5% | $11,409-37.2% |