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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 | $252,880 | $154,228+64.0% | $145,433+73.9% | $137,256+84.2% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 10.75% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $10,662 | $4,804+121.9% | $4,554+134.1% | $4,156+156.5% |
| Participant deferral / active EE | $19,438 | $8,216+136.6% | $7,897+146.1% | $6,407+203.4% |
| Admin fee / account holder | $18,057 | $14,344+25.9% | $13,129+37.5% | $12,270+47.2% |