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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 | $288,642 | $183,627+57.2% | $155,602+85.5% | $145,978+97.7% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 7.87% | 61.32%-53.4pp | 64.81%-56.9pp | 550.52%-542.7pp |
| Employer contribution / active EE | $2,703 | $5,316-49.2% | $4,675-42.2% | $4,662-42.0% |
| Participant deferral / active EE | $6,933 | $6,466+7.2% | $5,629+23.2% | $6,690+3.6% |
| Admin fee / account holder | $2,639 | $19,327-86.3% | $15,923-83.4% | $13,400-80.3% |