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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 | $256,480 | $95,601+168.3% | $77,183+232.3% | $139,456+83.9% |
| Participation rate | 91.7% | 74.0%+17.7pp | 69.6%+22.1pp | 80.3%+11.3pp |
| Annual return | 8.28% | 54.96%-46.7pp | 37.89%-29.6pp | 373.45%-365.2pp |
| Employer contribution / active EE | $6,380 | $3,145+102.8% | $2,534+151.8% | $4,753+34.2% |
| Participant deferral / active EE | $4,164 | $4,623-9.9% | $3,833+8.6% | $6,711-38.0% |
| Admin fee / account holder | $2,427 | $8,302-70.8% | $5,475-55.7% | $11,407-78.7% |