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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 | $309,042 | $201,344+53.5% | $184,243+67.7% | $145,877+111.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 5.06% | 29.01%-24.0pp | 28.82%-23.8pp | 551.28%-546.2pp |
| Employer contribution / active EE | $4,325 | $7,022-38.4% | $6,427-32.7% | $4,663-7.3% |
| Participant deferral / active EE | $13,585 | $9,807+38.5% | $9,132+48.8% | $6,691+103.0% |
| Admin fee / account holder | $1,274 | $16,382-92.2% | $13,914-90.8% | $13,402-90.5% |