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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 | $314,630 | $115,810+171.7% | $101,271+210.7% | $158,966+97.9% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 4.91% | 56.15%-51.2pp | 46.48%-41.6pp | 302.95%-298.0pp |
| Employer contribution / active EE | $2,498 | $4,175-40.2% | $3,660-31.7% | $4,762-47.5% |
| Participant deferral / active EE | $7,524 | $4,958+51.8% | $4,371+72.2% | $5,983+25.8% |
| Admin fee / account holder | $5,618 | $7,248-22.5% | $5,948-5.5% | $11,250-50.1% |