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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 | $350,354 | $111,535+214.1% | $105,223+233.0% | $137,256+155.3% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 10.13% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $10,705 | $3,939+171.7% | $3,689+190.2% | $4,156+157.6% |
| Participant deferral / active EE | $10,645 | $5,500+93.6% | $5,072+109.9% | $6,407+66.2% |
| Admin fee / account holder | $15,084 | $9,721+55.2% | $8,859+70.3% | $12,270+22.9% |