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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 | $307,119 | $201,370+52.5% | $184,256+66.7% | $145,897+110.5% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 8.65% | 29.05%-20.4pp | 28.85%-20.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $3,312 | $7,024-52.8% | $6,427-48.5% | $4,663-29.0% |
| Participant deferral / active EE | $9,295 | $9,808-5.2% | $9,133+1.8% | $6,689+39.0% |
| Admin fee / account holder | $4,726 | $16,364-71.1% | $13,899-66.0% | $13,390-64.7% |