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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 | $417,763 | $157,304+165.6% | $141,197+195.9% | $152,909+173.2% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 12.50% | 64.34%-51.8pp | 71.41%-58.9pp | 345.46%-333.0pp |
| Employer contribution / active EE | $2,741 | $5,263-47.9% | $4,736-42.1% | $4,764-42.5% |
| Participant deferral / active EE | $12,020 | $7,111+69.0% | $6,710+79.1% | $5,851+105.4% |
| Admin fee / account holder | $44,828 | $12,126+269.7% | $10,265+336.7% | $11,601+286.4% |