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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 | $265,297 | $172,111+54.1% | $150,298+76.5% | $137,256+93.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 11.07% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $11,429 | $4,636+146.5% | $4,154+175.1% | $4,156+175.0% |
| Participant deferral / active EE | $8,601 | $6,166+39.5% | $5,453+57.7% | $6,407+34.2% |
| Admin fee / account holder | $2,598 | $16,471-84.2% | $14,116-81.6% | $12,270-78.8% |