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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 | $358,860 | $150,435+138.5% | $120,580+197.6% | $145,897+146.0% |
| Participation rate | 80.0% | 78.8%+1.2pp | 72.0%+8.0pp | 80.3%-0.3pp |
| Annual return | 4.21% | 154.60%-150.4pp | 107.48%-103.3pp | 552.29%-548.1pp |
| Employer contribution / active EE | $10,000 | $4,352+129.8% | $3,469+188.2% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,992 | $12,182+88.7% | $9,418+144.1% | $13,390+71.7% |