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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 | $350,582 | $182,442+92.2% | $163,379+114.6% | $138,895+152.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.8%+13.2pp | 79.9%+10.1pp |
| Annual return | 10.10% | 72.74%-62.6pp | 63.41%-53.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $3,179 | $4,159-23.6% | $3,752-15.3% | $4,194-24.2% |
| Participant deferral / active EE | $6,785 | $6,817-0.5% | $6,282+8.0% | $6,396+6.1% |
| Admin fee / account holder | $5,286 | $10,396-49.2% | $9,818-46.2% | $12,562-57.9% |