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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 | $255,282 | $172,111+48.3% | $150,298+69.9% | $137,256+86.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 8.06% | 69.37%-61.3pp | 62.79%-54.7pp | 220.34%-212.3pp |
| Employer contribution / active EE | $9,300 | $4,636+100.6% | $4,154+123.9% | $4,156+123.8% |
| Participant deferral / active EE | $16,438 | $6,166+166.6% | $5,453+201.5% | $6,407+156.6% |
| Admin fee / account holder | $450 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |