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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 | $283,391 | $162,136+74.8% | $152,301+86.1% | $154,746+83.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 9.44% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $13,835 | $4,890+182.9% | $4,624+199.2% | $4,379+215.9% |
| Participant deferral / active EE | $5,815 | $8,341-30.3% | $8,004-27.3% | $6,730-13.6% |
| Admin fee / account holder | $1,334 | $15,759-91.5% | $14,398-90.7% | $14,365-90.7% |