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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 | $162,136+59.1% | $152,301+69.3% | $154,746+66.7% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 4.04% | 91.02%-87.0pp | 80.50%-76.5pp | 172.34%-168.3pp |
| Employer contribution / active EE | $3,854 | $4,890-21.2% | $4,624-16.7% | $4,379-12.0% |
| Participant deferral / active EE | $11,587 | $8,341+38.9% | $8,004+44.8% | $6,730+72.2% |
| Admin fee / account holder | $2,819 | $15,759-82.1% | $14,398-80.4% | $14,365-80.4% |