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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 | $273,107 | $70,366+288.1% | $66,674+309.6% | $138,895+96.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.7%+18.6pp | 79.9%+12.4pp |
| Annual return | 12.69% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $9,699 | $2,765+250.8% | $2,620+270.2% | $4,194+131.2% |
| Participant deferral / active EE | $17,446 | $4,374+298.8% | $4,084+327.2% | $6,396+172.8% |
| Admin fee / account holder | $57,587 | $5,262+994.3% | $5,098+1029.6% | $12,562+358.4% |