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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 | $269,638 | $154,228+74.8% | $145,433+85.4% | $137,256+96.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 11.36% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,659 | $4,804-44.7% | $4,554-41.6% | $4,156-36.0% |
| Participant deferral / active EE | $7,446 | $8,216-9.4% | $7,897-5.7% | $6,407+16.2% |
| Admin fee / account holder | $2,652 | $14,344-81.5% | $13,129-79.8% | $12,270-78.4% |