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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 | $313,608 | $155,555+101.6% | $146,866+113.5% | $155,188+102.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 8.56% | 115.41%-106.9pp | 102.85%-94.3pp | 148.84%-140.3pp |
| Employer contribution / active EE | $7,912 | $4,647+70.3% | $4,425+78.8% | $4,248+86.3% |
| Participant deferral / active EE | $4,733 | $8,044-41.2% | $7,759-39.0% | $6,531-27.5% |
| Admin fee / account holder | $25,763 | $14,755+74.6% | $13,620+89.2% | $14,480+77.9% |