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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 | $283,470 | $162,136+74.8% | $152,301+86.1% | $154,746+83.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 11.53% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,743 | $4,890-64.4% | $4,624-62.3% | $4,379-60.2% |
| Participant deferral / active EE | $4,563 | $8,341-45.3% | $8,004-43.0% | $6,730-32.2% |
| Admin fee / account holder | $12,297 | $15,759-22.0% | $14,398-14.6% | $14,365-14.4% |