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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 | $352,079 | $175,259+100.9% | $149,723+135.2% | $139,487+152.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 10.13% | 166.82%-156.7pp | 134.50%-124.4pp | 373.84%-363.7pp |
| Employer contribution / active EE | $9,679 | $5,478+76.7% | $4,821+100.8% | $4,755+103.6% |
| Participant deferral / active EE | $2,562 | $6,522-60.7% | $5,682-54.9% | $6,713-61.8% |
| Admin fee / account holder | $10,580 | $16,158-34.5% | $13,215-19.9% | $11,407-7.3% |