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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 | $258,736 | $156,398+65.4% | $147,318+75.6% | $138,895+86.3% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 9.74% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $2,866 | $4,853-40.9% | $4,593-37.6% | $4,194-31.7% |
| Participant deferral / active EE | $8,492 | $8,237+3.1% | $7,906+7.4% | $6,396+32.8% |
| Admin fee / account holder | $1,185 | $14,976-92.1% | $13,708-91.4% | $12,562-90.6% |