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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 | $333,766 | $154,228+116.4% | $145,433+129.5% | $137,256+143.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.30% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $9,766 | $4,804+103.3% | $4,554+114.4% | $4,156+135.0% |
| Participant deferral / active EE | $12,200 | $8,216+48.5% | $7,897+54.5% | $6,407+90.4% |
| Admin fee / account holder | $1,409 | $14,344-90.2% | $13,129-89.3% | $12,270-88.5% |