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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 | $301,344 | $227,597+32.4% | $189,575+59.0% | $167,536+79.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 6.93% | 78.44%-71.5pp | 64.19%-57.3pp | 478.82%-471.9pp |
| Employer contribution / active EE | $4,058 | $5,316-23.7% | $4,412-8.0% | $4,839-16.1% |
| Participant deferral / active EE | $13,975 | $7,002+99.6% | $6,174+126.4% | $6,342+120.4% |
| Admin fee / account holder | $401 | $11,877-96.6% | $9,806-95.9% | $12,315-96.7% |