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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 | $320,147 | $154,228+107.6% | $145,433+120.1% | $137,256+133.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 11.84% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,665 | $4,804+17.9% | $4,554+24.4% | $4,156+36.3% |
| Participant deferral / active EE | $13,325 | $8,216+62.2% | $7,897+68.7% | $6,407+108.0% |
| Admin fee / account holder | $2,133 | $14,344-85.1% | $13,129-83.8% | $12,270-82.6% |