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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 | $253,215 | $154,228+64.2% | $145,433+74.1% | $137,256+84.5% |
| Participation rate | 70.8% | 83.8%-13.0pp | 82.1%-11.3pp | 80.0%-9.1pp |
| Annual return | 4.98% | 74.59%-69.6pp | 66.58%-61.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $1,252 | $4,804-73.9% | $4,554-72.5% | $4,156-69.9% |
| Participant deferral / active EE | $7,050 | $8,216-14.2% | $7,897-10.7% | $6,407+10.0% |
| Admin fee / account holder | $2,402 | $14,344-83.3% | $13,129-81.7% | $12,270-80.4% |