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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 | $359,645 | $223,823+60.7% | $211,142+70.3% | $154,746+132.4% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 9.52% | 50.39%-40.9pp | 46.84%-37.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $14,851 | $6,787+118.8% | $6,442+130.5% | $4,379+239.1% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,434 | $19,707-82.6% | $19,076-82.0% | $14,365-76.1% |