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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 | $315,630 | $148,623+112.4% | $135,974+132.1% | $139,466+126.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 10.53% | 79.30%-68.8pp | 68.30%-57.8pp | 373.66%-363.1pp |
| Employer contribution / active EE | $6,079 | $5,246+15.9% | $4,859+25.1% | $4,754+27.9% |
| Participant deferral / active EE | $13,555 | $8,103+67.3% | $7,760+74.7% | $6,712+102.0% |
| Admin fee / account holder | $2,027 | $12,406-83.7% | $10,767-81.2% | $11,409-82.2% |