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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 | $379,383 | $148,582+155.3% | $135,942+179.1% | $139,456+172.0% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 8.62% | 79.26%-70.6pp | 68.28%-59.7pp | 373.45%-364.8pp |
| Employer contribution / active EE | $14,755 | $5,245+181.3% | $4,858+203.8% | $4,753+210.5% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,452 | $12,402-15.7% | $10,764-2.9% | $11,407-8.4% |