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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 | $366,695 | $102,595+257.4% | $94,057+289.9% | $154,746+137.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 8.51% | 583.42%-574.9pp | 480.62%-472.1pp | 172.34%-163.8pp |
| Employer contribution / active EE | $2,332 | $3,147-25.9% | $2,933-20.5% | $4,379-46.8% |
| Participant deferral / active EE | $13,044 | $5,118+154.8% | $4,709+177.0% | $6,730+93.8% |
| Admin fee / account holder | $1,880 | $7,736-75.7% | $7,244-74.0% | $14,365-86.9% |