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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 | $432,394 | $165,361+161.5% | $149,715+188.8% | $158,950+172.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 3.91% | 348.24%-344.3pp | 276.66%-272.8pp | 302.91%-299.0pp |
| Employer contribution / active EE | $6,394 | $5,103+25.3% | $4,645+37.7% | $4,762+34.3% |
| Participant deferral / active EE | $5,223 | $7,182-27.3% | $6,842-23.7% | $5,983-12.7% |
| Admin fee / account holder | $2,684 | $10,808-75.2% | $9,310-71.2% | $11,248-76.1% |