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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 | $287,408 | $156,398+83.8% | $147,318+95.1% | $138,895+106.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 11.61% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,935 | $4,853-39.5% | $4,593-36.1% | $4,194-30.0% |
| Participant deferral / active EE | $14,771 | $8,237+79.3% | $7,906+86.8% | $6,396+130.9% |
| Admin fee / account holder | $10,135 | $14,976-32.3% | $13,708-26.1% | $12,562-19.3% |