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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 | $342,827 | $185,312+85.0% | $161,489+112.3% | $154,746+121.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 8.87% | 103.84%-95.0pp | 89.72%-80.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $6,387 | $4,769+33.9% | $4,268+49.6% | $4,379+45.9% |
| Participant deferral / active EE | $10,660 | $6,350+67.9% | $5,630+89.3% | $6,730+58.4% |
| Admin fee / account holder | $42,711 | $18,654+129.0% | $16,006+166.9% | $14,365+197.3% |