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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 | $155,555+66.3% | $146,866+76.2% | $155,188+66.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 9.74% | 115.41%-105.7pp | 102.85%-93.1pp | 148.84%-139.1pp |
| Employer contribution / active EE | $2,866 | $4,647-38.3% | $4,425-35.2% | $4,248-32.5% |
| Participant deferral / active EE | $8,492 | $8,044+5.6% | $7,759+9.4% | $6,531+30.0% |
| Admin fee / account holder | $1,185 | $14,755-92.0% | $13,620-91.3% | $14,480-91.8% |