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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 | $336,234 | $154,228+118.0% | $145,433+131.2% | $137,256+145.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 5.53% | 74.59%-69.1pp | 66.58%-61.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $4,115 | $4,804-14.3% | $4,554-9.6% | $4,156-1.0% |
| Participant deferral / active EE | $3,335 | $8,216-59.4% | $7,897-57.8% | $6,407-47.9% |
| Admin fee / account holder | $33,967 | $14,344+136.8% | $13,129+158.7% | $12,270+176.8% |