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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 | $261,977 | $156,398+67.5% | $147,318+77.8% | $138,895+88.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.00% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $2,426 | $4,853-50.0% | $4,593-47.2% | $4,194-42.2% |
| Participant deferral / active EE | $7,334 | $8,237-11.0% | $7,906-7.2% | $6,396+14.7% |
| Admin fee / account holder | $92,425 | $14,976+517.2% | $13,708+574.3% | $12,562+635.7% |