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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 | $254,102 | $174,379+45.7% | $152,093+67.1% | $138,895+82.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 10.38% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,919 | $6,159+12.3% | $5,451+26.9% | $6,396+8.2% |
| Admin fee / account holder | $3,863 | $16,880-77.1% | $14,497-73.4% | $12,562-69.2% |