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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 | $267,007 | $154,228+73.1% | $145,433+83.6% | $137,256+94.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 9.60% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,239 | $4,804-53.4% | $4,554-50.8% | $4,156-46.1% |
| Participant deferral / active EE | $7,973 | $8,216-3.0% | $7,897+1.0% | $6,407+24.4% |
| Admin fee / account holder | $2,377 | $14,344-83.4% | $13,129-81.9% | $12,270-80.6% |