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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 | $162,136+107.4% | $152,301+120.8% | $154,746+117.3% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 5.53% | 91.02%-85.5pp | 80.50%-75.0pp | 172.34%-166.8pp |
| Employer contribution / active EE | $4,115 | $4,890-15.8% | $4,624-11.0% | $4,379-6.0% |
| Participant deferral / active EE | $3,335 | $8,341-60.0% | $8,004-58.3% | $6,730-50.4% |
| Admin fee / account holder | $33,967 | $15,759+115.5% | $14,398+135.9% | $14,365+136.5% |