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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 | $329,080 | $174,379+88.7% | $152,093+116.4% | $138,895+136.9% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 9.10% | 74.86%-65.8pp | 66.36%-57.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $3,729 | $4,652-19.8% | $4,175-10.7% | $4,194-11.1% |
| Participant deferral / active EE | $6,126 | $6,159-0.5% | $5,451+12.4% | $6,396-4.2% |
| Admin fee / account holder | $532 | $16,880-96.8% | $14,497-96.3% | $12,562-95.8% |