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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 | $155,555+135.9% | $146,866+149.9% | $155,188+136.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 10.37% | 115.41%-105.0pp | 102.85%-92.5pp | 148.84%-138.5pp |
| Employer contribution / active EE | $2,556 | $4,647-45.0% | $4,425-42.2% | $4,248-39.8% |
| Participant deferral / active EE | $11,858 | $8,044+47.4% | $7,759+52.8% | $6,531+81.6% |
| Admin fee / account holder | $20,211 | $14,755+37.0% | $13,620+48.4% | $14,480+39.6% |