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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 | $377,785 | $154,228+145.0% | $145,433+159.8% | $137,256+175.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 7.23% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $3,888 | $4,804-19.1% | $4,554-14.6% | $4,156-6.4% |
| Participant deferral / active EE | $11,713 | $8,216+42.6% | $7,897+48.3% | $6,407+82.8% |
| Admin fee / account holder | $1,805 | $14,344-87.4% | $13,129-86.3% | $12,270-85.3% |