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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 | $272,338 | $165,381+64.7% | $149,730+81.9% | $158,966+71.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 7.16% | 348.29%-341.1pp | 276.70%-269.5pp | 302.95%-295.8pp |
| Employer contribution / active EE | $3,304 | $5,104-35.3% | $4,645-28.9% | $4,762-30.6% |
| Participant deferral / active EE | $9,233 | $7,182+28.5% | $6,843+34.9% | $5,983+54.3% |
| Admin fee / account holder | $9,321 | $10,809-13.8% | $9,310+0.1% | $11,250-17.1% |