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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 | $154,228+126.8% | $145,433+140.5% | $137,256+154.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 6.04% | 74.59%-68.5pp | 66.58%-60.5pp | 220.34%-214.3pp |
| Employer contribution / active EE | $5,403 | $4,804+12.5% | $4,554+18.6% | $4,156+30.0% |
| Participant deferral / active EE | $11,076 | $8,216+34.8% | $7,897+40.3% | $6,407+72.9% |
| Admin fee / account holder | $1,488 | $14,344-89.6% | $13,129-88.7% | $12,270-87.9% |