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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 | $322,782 | $154,228+109.3% | $145,433+121.9% | $137,256+135.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 8.31% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,067 | $4,804-36.2% | $4,554-32.7% | $4,156-26.2% |
| Participant deferral / active EE | $15,286 | $8,216+86.0% | $7,897+93.6% | $6,407+138.6% |
| Admin fee / account holder | $49,272 | $14,344+243.5% | $13,129+275.3% | $12,270+301.6% |