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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 | $306,916 | $185,312+65.6% | $161,489+90.1% | $154,746+98.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 5.06% | 103.84%-98.8pp | 89.72%-84.7pp | 172.34%-167.3pp |
| Employer contribution / active EE | $2,452 | $4,769-48.6% | $4,268-42.6% | $4,379-44.0% |
| Participant deferral / active EE | $5,344 | $6,350-15.8% | $5,630-5.1% | $6,730-20.6% |
| Admin fee / account holder | $1,930 | $18,654-89.7% | $16,006-87.9% | $14,365-86.6% |