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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 | $156,398+100.5% | $147,318+112.9% | $138,895+125.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 8.56% | 78.75%-70.2pp | 70.43%-61.9pp | 145.39%-136.8pp |
| Employer contribution / active EE | $7,912 | $4,853+63.0% | $4,593+72.3% | $4,194+88.6% |
| Participant deferral / active EE | $4,733 | $8,237-42.5% | $7,906-40.1% | $6,396-26.0% |
| Admin fee / account holder | $25,763 | $14,976+72.0% | $13,708+87.9% | $12,562+105.1% |