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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 | $262,688 | $156,398+68.0% | $147,318+78.3% | $138,895+89.1% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 6.38% | 78.75%-72.4pp | 70.43%-64.0pp | 145.39%-139.0pp |
| Employer contribution / active EE | $10,934 | $4,853+125.3% | $4,593+138.1% | $4,194+160.7% |
| Participant deferral / active EE | $6,617 | $8,237-19.7% | $7,906-16.3% | $6,396+3.4% |
| Admin fee / account holder | $9,348 | $14,976-37.6% | $13,708-31.8% | $12,562-25.6% |