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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 | $348,703 | $157,276+121.7% | $141,177+147.0% | $152,885+128.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 13.98% | 64.33%-50.4pp | 71.40%-57.4pp | 345.39%-331.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,740 | $7,110+22.9% | $6,710+30.3% | $5,851+49.4% |
| Admin fee / account holder | $7,424 | $12,123-38.8% | $10,263-27.7% | $11,598-36.0% |