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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 | $162,136+59.6% | $152,301+69.9% | $154,746+67.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 9.74% | 91.02%-81.3pp | 80.50%-70.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,866 | $4,890-41.4% | $4,624-38.0% | $4,379-34.5% |
| Participant deferral / active EE | $8,492 | $8,341+1.8% | $8,004+6.1% | $6,730+26.2% |
| Admin fee / account holder | $1,185 | $15,759-92.5% | $14,398-91.8% | $14,365-91.8% |