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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 | $287,262 | $154,228+86.3% | $145,433+97.5% | $137,256+109.3% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 10.53% | 74.59%-64.1pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,390 | $4,804-29.4% | $4,554-25.6% | $4,156-18.4% |
| Participant deferral / active EE | $12,877 | $8,216+56.7% | $7,897+63.1% | $6,407+101.0% |
| Admin fee / account holder | $3,012 | $14,344-79.0% | $13,129-77.1% | $12,270-75.5% |