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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 | $448,639 | $134,817+232.8% | $123,973+261.9% | $155,188+189.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 6.76% | 515.49%-508.7pp | 388.13%-381.4pp | 148.84%-142.1pp |
| Employer contribution / active EE | $1,994 | $4,425-54.9% | $4,126-51.7% | $4,248-53.0% |
| Participant deferral / active EE | $12,290 | $5,706+115.4% | $5,247+134.2% | $6,531+88.2% |
| Admin fee / account holder | $1,511 | $13,245-88.6% | $11,799-87.2% | $14,480-89.6% |