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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 | $347,315 | $156,398+122.1% | $147,318+135.8% | $138,895+150.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 9.33% | 78.75%-69.4pp | 70.43%-61.1pp | 145.39%-136.1pp |
| Employer contribution / active EE | $7,587 | $4,853+56.3% | $4,593+65.2% | $4,194+80.9% |
| Participant deferral / active EE | $3,072 | $8,237-62.7% | $7,906-61.1% | $6,396-52.0% |
| Admin fee / account holder | $2,166 | $14,976-85.5% | $13,708-84.2% | $12,562-82.8% |