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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 | $288,480 | $212,386+35.8% | $199,883+44.3% | $138,895+107.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 8.95% | 47.75%-38.8pp | 43.81%-34.9pp | 145.39%-136.4pp |
| Employer contribution / active EE | $4,929 | $6,625-25.6% | $6,261-21.3% | $4,194+17.5% |
| Participant deferral / active EE | $13,071 | $9,617+35.9% | $9,138+43.0% | $6,396+104.4% |
| Admin fee / account holder | $17,247 | $18,233-5.4% | $17,268-0.1% | $12,562+37.3% |