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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 | $270,245 | $165,399+63.4% | $149,745+80.5% | $158,982+70.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 7.08% | 348.34%-341.3pp | 276.72%-269.6pp | 302.99%-295.9pp |
| Employer contribution / active EE | $3,428 | $5,105-32.8% | $4,646-26.2% | $4,763-28.0% |
| Participant deferral / active EE | $12,816 | $7,183+78.4% | $6,843+87.3% | $5,983+114.2% |
| Admin fee / account holder | $10,522 | $10,811-2.7% | $9,312+13.0% | $11,252-6.5% |