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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 | $271,436 | $185,856+46.0% | $170,028+59.6% | $139,456+94.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 6.71% | 60.52%-53.8pp | 53.39%-46.7pp | 373.45%-366.7pp |
| Employer contribution / active EE | $4,178 | $7,593-45.0% | $6,788-38.4% | $4,753-12.1% |
| Participant deferral / active EE | $13,338 | $11,623+14.8% | $10,409+28.1% | $6,711+98.7% |
| Admin fee / account holder | $2,601 | $15,387-83.1% | $12,820-79.7% | $11,407-77.2% |