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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 | $349,815 | $162,136+115.8% | $152,301+129.7% | $154,746+126.1% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 6.04% | 91.02%-85.0pp | 80.50%-74.5pp | 172.34%-166.3pp |
| Employer contribution / active EE | $5,403 | $4,890+10.5% | $4,624+16.8% | $4,379+23.4% |
| Participant deferral / active EE | $11,076 | $8,341+32.8% | $8,004+38.4% | $6,730+64.6% |
| Admin fee / account holder | $1,488 | $15,759-90.6% | $14,398-89.7% | $14,365-89.6% |