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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 | $284,150 | $172,111+65.1% | $150,298+89.1% | $137,256+107.0% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 10.62% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,301 | $4,636-28.8% | $4,154-20.5% | $4,156-20.6% |
| Participant deferral / active EE | $13,212 | $6,166+114.3% | $5,453+142.3% | $6,407+106.2% |
| Admin fee / account holder | $1,499 | $16,471-90.9% | $14,116-89.4% | $12,270-87.8% |