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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 | $277,606 | $162,821+70.5% | $133,978+107.2% | $158,982+74.6% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 5.05% | 41.95%-36.9pp | 45.10%-40.0pp | 302.99%-297.9pp |
| Employer contribution / active EE | $3,125 | $4,976-37.2% | $3,919-20.3% | $4,763-34.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,505 | $11,742-87.2% | $8,930-83.2% | $11,252-86.6% |