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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 | $375,230 | $156,398+139.9% | $147,318+154.7% | $138,895+170.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 11.19% | 78.75%-67.6pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $3,121 | $4,853-35.7% | $4,593-32.1% | $4,194-25.6% |
| Participant deferral / active EE | $9,159 | $8,237+11.2% | $7,906+15.8% | $6,396+43.2% |
| Admin fee / account holder | $974 | $14,976-93.5% | $13,708-92.9% | $12,562-92.2% |