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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 | $353,370 | $185,312+90.7% | $161,489+118.8% | $154,746+128.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 9.33% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $3,141 | $4,769-34.1% | $4,268-26.4% | $4,379-28.3% |
| Participant deferral / active EE | $7,367 | $6,350+16.0% | $5,630+30.8% | $6,730+9.5% |
| Admin fee / account holder | $36,757 | $18,654+97.0% | $16,006+129.6% | $14,365+155.9% |