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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 | $363,665 | $154,228+135.8% | $145,433+150.1% | $137,256+165.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 11.38% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $10,003 | $4,804+108.2% | $4,554+119.6% | $4,156+140.7% |
| Participant deferral / active EE | $9,692 | $8,216+18.0% | $7,897+22.7% | $6,407+51.3% |
| Admin fee / account holder | $1,871 | $14,344-87.0% | $13,129-85.7% | $12,270-84.7% |