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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 | $156,398+134.7% | $147,318+149.1% | $138,895+164.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 10.37% | 78.75%-68.4pp | 70.43%-60.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,556 | $4,853-47.3% | $4,593-44.4% | $4,194-39.1% |
| Participant deferral / active EE | $11,858 | $8,237+44.0% | $7,906+50.0% | $6,396+85.4% |
| Admin fee / account holder | $20,211 | $14,976+35.0% | $13,708+47.4% | $12,562+60.9% |