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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 | $162,136+56.2% | $152,301+66.3% | $154,746+63.6% |
| Participation rate | 70.8% | 84.1%-13.3pp | 82.4%-11.6pp | 80.7%-9.9pp |
| Annual return | 4.98% | 91.02%-86.0pp | 80.50%-75.5pp | 172.34%-167.4pp |
| Employer contribution / active EE | $1,252 | $4,890-74.4% | $4,624-72.9% | $4,379-71.4% |
| Participant deferral / active EE | $7,050 | $8,341-15.5% | $8,004-11.9% | $6,730+4.8% |
| Admin fee / account holder | $2,402 | $15,759-84.8% | $14,398-83.3% | $14,365-83.3% |