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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 | $279,829 | $155,555+79.9% | $146,866+90.5% | $155,188+80.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 9.34% | 115.41%-106.1pp | 102.85%-93.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,139 | $4,647-75.5% | $4,425-74.3% | $4,248-73.2% |
| Participant deferral / active EE | $4,865 | $8,044-39.5% | $7,759-37.3% | $6,531-25.5% |
| Admin fee / account holder | $3,067 | $14,755-79.2% | $13,620-77.5% | $14,480-78.8% |