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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 | $428,760 | $154,228+178.0% | $145,433+194.8% | $137,256+212.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 9.26% | 74.59%-65.3pp | 66.58%-57.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,859 | $4,804-40.5% | $4,554-37.2% | $4,156-31.2% |
| Participant deferral / active EE | $6,170 | $8,216-24.9% | $7,897-21.9% | $6,407-3.7% |
| Admin fee / account holder | $10,289 | $14,344-28.3% | $13,129-21.6% | $12,270-16.1% |