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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 | $355,266 | $165,381+114.8% | $149,730+137.3% | $158,966+123.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.10% | 348.29%-343.2pp | 276.70%-271.6pp | 302.95%-297.8pp |
| Employer contribution / active EE | $1,770 | $5,104-65.3% | $4,645-61.9% | $4,762-62.8% |
| Participant deferral / active EE | $5,655 | $7,182-21.3% | $6,843-17.4% | $5,983-5.5% |
| Admin fee / account holder | $4,963 | $10,809-54.1% | $9,310-46.7% | $11,250-55.9% |