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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 | $428,760 | $162,136+164.4% | $152,301+181.5% | $154,746+177.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 9.26% | 91.02%-81.8pp | 80.50%-71.2pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,859 | $4,890-41.5% | $4,624-38.2% | $4,379-34.7% |
| Participant deferral / active EE | $6,170 | $8,341-26.0% | $8,004-22.9% | $6,730-8.3% |
| Admin fee / account holder | $10,289 | $15,759-34.7% | $14,398-28.5% | $14,365-28.4% |