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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 | $253,875 | $154,228+64.6% | $145,433+74.6% | $137,256+85.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.01% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $6,912 | $4,804+43.9% | $4,554+51.8% | $4,156+66.3% |
| Participant deferral / active EE | $15,067 | $8,216+83.4% | $7,897+90.8% | $6,407+135.2% |
| Admin fee / account holder | $9,434 | $14,344-34.2% | $13,129-28.1% | $12,270-23.1% |