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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 | $301,644 | $132,099+128.3% | $115,599+160.9% | $138,895+117.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.3%+13.2pp | 79.9%+7.6pp |
| Annual return | 9.09% | 176.76%-167.7pp | 111.10%-102.0pp | 145.39%-136.3pp |
| Employer contribution / active EE | $3,931 | $3,416+15.1% | $2,955+33.0% | $4,194-6.3% |
| Participant deferral / active EE | $12,819 | $5,617+128.2% | $4,889+162.2% | $6,396+100.4% |
| Admin fee / account holder | $44,109 | $15,650+181.8% | $12,841+243.5% | $12,562+251.1% |