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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 | $270,561 | $70,366+284.5% | $66,674+305.8% | $138,895+94.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 13.12% | 386.41%-373.3pp | 321.24%-308.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $6,309 | $2,765+128.2% | $2,620+140.8% | $4,194+50.4% |
| Participant deferral / active EE | $3,508 | $4,374-19.8% | $4,084-14.1% | $6,396-45.1% |
| Admin fee / account holder | $23,104 | $5,262+339.0% | $5,098+353.2% | $12,562+83.9% |