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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 | $351,493 | $172,111+104.2% | $150,298+133.9% | $137,256+156.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 8.20% | 69.37%-61.2pp | 62.79%-54.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $10,353 | $4,636+123.3% | $4,154+149.2% | $4,156+149.1% |
| Participant deferral / active EE | $10,800 | $6,166+75.2% | $5,453+98.1% | $6,407+68.6% |
| Admin fee / account holder | $2,297 | $16,471-86.1% | $14,116-83.7% | $12,270-81.3% |