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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 | $276,372 | $156,398+76.7% | $147,318+87.6% | $138,895+99.0% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 11.68% | 78.75%-67.1pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $946 | $4,853-80.5% | $4,593-79.4% | $4,194-77.5% |
| Participant deferral / active EE | $13,000 | $8,237+57.8% | $7,906+64.4% | $6,396+103.2% |
| Admin fee / account holder | $7,077 | $14,976-52.7% | $13,708-48.4% | $12,562-43.7% |