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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 | $341,613 | $154,228+121.5% | $145,433+134.9% | $137,256+148.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 12.29% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,370 | $4,804-29.9% | $4,554-26.0% | $4,156-18.9% |
| Participant deferral / active EE | $12,633 | $8,216+53.8% | $7,897+60.0% | $6,407+97.2% |
| Admin fee / account holder | $2,753 | $14,344-80.8% | $13,129-79.0% | $12,270-77.6% |