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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 | $257,887 | $154,228+67.2% | $145,433+77.3% | $137,256+87.9% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 4.04% | 74.59%-70.5pp | 66.58%-62.5pp | 220.34%-216.3pp |
| Employer contribution / active EE | $3,854 | $4,804-19.8% | $4,554-15.4% | $4,156-7.3% |
| Participant deferral / active EE | $11,587 | $8,216+41.0% | $7,897+46.7% | $6,407+80.9% |
| Admin fee / account holder | $2,819 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |