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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 | $281,555 | $154,228+82.6% | $145,433+93.6% | $137,256+105.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 11.89% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,829 | $4,804-20.3% | $4,554-15.9% | $4,156-7.9% |
| Participant deferral / active EE | $11,333 | $8,216+37.9% | $7,897+43.5% | $6,407+76.9% |
| Admin fee / account holder | $14,604 | $14,344+1.8% | $13,129+11.2% | $12,270+19.0% |