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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 | $285,130 | $176,105+61.9% | $159,474+78.8% | $167,536+70.2% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 6.45% | 331.91%-325.5pp | 263.68%-257.2pp | 478.82%-472.4pp |
| Employer contribution / active EE | $1,628 | $5,299-69.3% | $4,831-66.3% | $4,839-66.4% |
| Participant deferral / active EE | $2,739 | $7,751-64.7% | $7,353-62.8% | $6,342-56.8% |
| Admin fee / account holder | $7,323 | $12,559-41.7% | $10,802-32.2% | $12,315-40.5% |