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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 | $342,173 | $124,980+173.8% | $108,359+215.8% | $154,746+121.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 8.17% | 45.00%-36.8pp | 36.89%-28.7pp | 172.34%-164.2pp |
| Employer contribution / active EE | $2,496 | $2,851-12.4% | $2,399+4.0% | $4,379-43.0% |
| Participant deferral / active EE | $9,069 | $4,743+91.2% | $4,137+119.2% | $6,730+34.7% |
| Admin fee / account holder | $14,082 | $11,502+22.4% | $9,741+44.6% | $14,365-2.0% |