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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 | $270,349 | $182,442+48.2% | $163,379+65.5% | $138,895+94.6% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.8%+16.0pp | 79.9%+12.9pp |
| Annual return | 9.48% | 72.74%-63.3pp | 63.41%-53.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $2,321 | $4,159-44.2% | $3,752-38.1% | $4,194-44.7% |
| Participant deferral / active EE | $9,329 | $6,817+36.8% | $6,282+48.5% | $6,396+45.8% |
| Admin fee / account holder | $6,870 | $10,396-33.9% | $9,818-30.0% | $12,562-45.3% |