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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 | $174,379+46.4% | $152,093+67.8% | $138,895+83.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 8.06% | 74.86%-66.8pp | 66.36%-58.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $9,300 | $4,652+99.9% | $4,175+122.8% | $4,194+121.7% |
| Participant deferral / active EE | $16,438 | $6,159+166.9% | $5,451+201.5% | $6,396+157.0% |
| Admin fee / account holder | $450 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |