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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 | $294,671 | $154,228+91.1% | $145,433+102.6% | $137,256+114.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.20% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $4,606 | $4,804-4.1% | $4,554+1.1% | $4,156+10.8% |
| Participant deferral / active EE | $12,224 | $8,216+48.8% | $7,897+54.8% | $6,407+90.8% |
| Admin fee / account holder | $7,648 | $14,344-46.7% | $13,129-41.7% | $12,270-37.7% |