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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 | $299,121 | $178,174+67.9% | $156,181+91.5% | $137,256+117.9% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.8%-0.3pp | 80.0%-1.4pp |
| Annual return | 9.01% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $5,828 | $4,972+17.2% | $4,294+35.7% | $4,156+40.2% |
| Participant deferral / active EE | $7,825 | $6,888+13.6% | $6,132+27.6% | $6,407+22.1% |
| Admin fee / account holder | $35,996 | $17,404+106.8% | $14,586+146.8% | $12,270+193.4% |