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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 | $373,253 | $72,071+417.9% | $68,368+445.9% | $137,256+171.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 11.25% | 353.14%-341.9pp | 292.57%-281.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,691 | $2,788-39.4% | $2,649-36.2% | $4,156-59.3% |
| Participant deferral / active EE | $8,094 | $4,410+83.5% | $4,123+96.3% | $6,407+26.3% |
| Admin fee / account holder | $4,149 | $5,336-22.2% | $5,150-19.4% | $12,270-66.2% |