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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 | $366,989 | $154,228+138.0% | $145,433+152.3% | $137,256+167.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 10.37% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,556 | $4,804-46.8% | $4,554-43.9% | $4,156-38.5% |
| Participant deferral / active EE | $11,858 | $8,216+44.3% | $7,897+50.1% | $6,407+85.1% |
| Admin fee / account holder | $20,211 | $14,344+40.9% | $13,129+53.9% | $12,270+64.7% |