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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 | $338,256 | $178,174+89.8% | $156,181+116.6% | $137,256+146.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 2.90% | 84.19%-81.3pp | 64.87%-62.0pp | 220.34%-217.4pp |
| Employer contribution / active EE | $3,079 | $4,972-38.1% | $4,294-28.3% | $4,156-25.9% |
| Participant deferral / active EE | $8,582 | $6,888+24.6% | $6,132+39.9% | $6,407+33.9% |
| Admin fee / account holder | $1,595 | $17,404-90.8% | $14,586-89.1% | $12,270-87.0% |