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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 | $438,435 | $114,119+284.2% | $107,187+309.0% | $138,895+215.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 8.02% | 273.21%-265.2pp | 204.55%-196.5pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,615 | $4,059-60.2% | $3,782-57.3% | $4,194-61.5% |
| Participant deferral / active EE | $14,631 | $5,538+164.2% | $5,096+187.1% | $6,396+128.7% |
| Admin fee / account holder | $6,126 | $10,024-38.9% | $9,162-33.1% | $12,562-51.2% |