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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 | $257,574 | $217,432+18.5% | $185,851+38.6% | $167,553+53.7% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 5.98% | 148.43%-142.5pp | 122.11%-116.1pp | 478.89%-472.9pp |
| Employer contribution / active EE | $8,008 | $5,874+36.3% | $5,168+54.9% | $4,840+65.5% |
| Participant deferral / active EE | $4,829 | $6,357-24.0% | $5,569-13.3% | $6,343-23.9% |
| Admin fee / account holder | $1,435 | $19,820-92.8% | $16,245-91.2% | $12,316-88.3% |