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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 | $267,217 | $165,381+61.6% | $149,730+78.5% | $158,966+68.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 4.05% | 348.29%-344.2pp | 276.70%-272.6pp | 302.95%-298.9pp |
| Employer contribution / active EE | $2,952 | $5,104-42.2% | $4,645-36.4% | $4,762-38.0% |
| Participant deferral / active EE | $13,970 | $7,182+94.5% | $6,843+104.2% | $5,983+133.5% |
| Admin fee / account holder | $3,340 | $10,809-69.1% | $9,310-64.1% | $11,250-70.3% |