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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 | $444,838 | $114,119+289.8% | $107,187+315.0% | $138,895+220.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 10.95% | 273.21%-262.3pp | 204.55%-193.6pp | 145.39%-134.4pp |
| Employer contribution / active EE | $4,179 | $4,059+3.0% | $3,782+10.5% | $4,194-0.4% |
| Participant deferral / active EE | $11,383 | $5,538+105.6% | $5,096+123.4% | $6,396+78.0% |
| Admin fee / account holder | $4,555 | $10,024-54.6% | $9,162-50.3% | $12,562-63.7% |