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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 | $254,199 | $162,812+56.1% | $133,971+89.7% | $158,966+59.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 4.20% | 41.94%-37.7pp | 45.09%-40.9pp | 302.95%-298.7pp |
| Employer contribution / active EE | $3,687 | $4,976-25.9% | $3,919-5.9% | $4,762-22.6% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,000 | $11,741+112.9% | $8,929+180.0% | $11,250+122.2% |