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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 | $448,435 | $209,428+114.1% | $178,498+151.2% | $158,950+182.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 4.82% | 188.78%-184.0pp | 151.09%-146.3pp | 302.91%-298.1pp |
| Employer contribution / active EE | $1,915 | $5,707-66.4% | $5,011-61.8% | $4,762-59.8% |
| Participant deferral / active EE | $8,858 | $5,955+48.8% | $5,202+70.3% | $5,983+48.1% |
| Admin fee / account holder | $2,099 | $17,077-87.7% | $13,985-85.0% | $11,248-81.3% |