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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 | $423,484 | $162,136+161.2% | $152,301+178.1% | $154,746+173.7% |
| Participation rate | 88.2% | 84.1%+4.1pp | 82.4%+5.8pp | 80.7%+7.5pp |
| Annual return | 10.64% | 91.02%-80.4pp | 80.50%-69.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $19,345 | $4,890+295.6% | $4,624+318.3% | $4,379+341.8% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,560 | $15,759-14.0% | $14,398-5.8% | $14,365-5.6% |