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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 | $271,991 | $154,228+76.4% | $145,433+87.0% | $137,256+98.2% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 12.08% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,329 | $4,804-51.5% | $4,554-48.9% | $4,156-44.0% |
| Participant deferral / active EE | $4,901 | $8,216-40.4% | $7,897-37.9% | $6,407-23.5% |
| Admin fee / account holder | $11,772 | $14,344-17.9% | $13,129-10.3% | $12,270-4.1% |