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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 | $439,633 | $172,111+155.4% | $150,298+192.5% | $137,256+220.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 8.36% | 69.37%-61.0pp | 62.79%-54.4pp | 220.34%-212.0pp |
| Employer contribution / active EE | $6,064 | $4,636+30.8% | $4,154+46.0% | $4,156+45.9% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $35,434 | $16,471+115.1% | $14,116+151.0% | $12,270+188.8% |