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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 | $156,398+174.1% | $147,318+191.0% | $138,895+208.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 9.26% | 78.75%-69.5pp | 70.43%-61.2pp | 145.39%-136.1pp |
| Employer contribution / active EE | $2,859 | $4,853-41.1% | $4,593-37.8% | $4,194-31.8% |
| Participant deferral / active EE | $6,170 | $8,237-25.1% | $7,906-22.0% | $6,396-3.5% |
| Admin fee / account holder | $10,289 | $14,976-31.3% | $13,708-24.9% | $12,562-18.1% |