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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 | $281,500 | $165,381+70.2% | $149,730+88.0% | $158,966+77.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.27% | 348.29%-344.0pp | 276.70%-272.4pp | 302.95%-298.7pp |
| Employer contribution / active EE | $6,581 | $5,104+28.9% | $4,645+41.7% | $4,762+38.2% |
| Participant deferral / active EE | $12,220 | $7,182+70.1% | $6,843+78.6% | $5,983+104.2% |
| Admin fee / account holder | $2,604 | $10,809-75.9% | $9,310-72.0% | $11,250-76.9% |