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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 | $337,281 | $183,592+83.7% | $155,574+116.8% | $145,877+131.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 4.14% | 61.37%-57.2pp | 64.87%-60.7pp | 551.28%-547.1pp |
| Employer contribution / active EE | $2,360 | $5,317-55.6% | $4,676-49.5% | $4,663-49.4% |
| Participant deferral / active EE | $5,343 | $6,466-17.4% | $5,629-5.1% | $6,691-20.1% |
| Admin fee / account holder | $6,770 | $19,316-64.9% | $15,914-57.5% | $13,402-49.5% |