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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 | $300,691 | $183,516+63.8% | $155,534+93.3% | $145,884+106.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 3.97% | 61.43%-57.5pp | 64.92%-60.9pp | 551.85%-547.9pp |
| Employer contribution / active EE | $1,111 | $5,315-79.1% | $4,675-76.2% | $4,662-76.2% |
| Participant deferral / active EE | $5,150 | $6,467-20.4% | $5,630-8.5% | $6,690-23.0% |
| Admin fee / account holder | $1,293 | $19,293-93.3% | $15,900-91.9% | $13,392-90.3% |