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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 | $150,197+138.9% | $120,368+198.1% | $145,959+145.9% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 4.21% | 154.26%-150.0pp | 107.26%-103.0pp | 561.95%-557.7pp |
| Employer contribution / active EE | $10,000 | $4,350+129.9% | $3,465+188.6% | $4,661+114.6% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,992 | $12,216+88.2% | $9,429+143.8% | $13,398+71.6% |