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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 | $384,110 | $156,398+145.6% | $147,318+160.7% | $138,895+176.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 12.14% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $2,920 | $4,853-39.8% | $4,593-36.4% | $4,194-30.4% |
| Participant deferral / active EE | $13,798 | $8,237+67.5% | $7,906+74.5% | $6,396+115.7% |
| Admin fee / account holder | $742 | $14,976-95.0% | $13,708-94.6% | $12,562-94.1% |