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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 | $264,158 | $154,228+71.3% | $145,433+81.6% | $137,256+92.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 11.35% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,200 | $4,804-54.2% | $4,554-51.7% | $4,156-47.1% |
| Participant deferral / active EE | $7,215 | $8,216-12.2% | $7,897-8.6% | $6,407+12.6% |
| Admin fee / account holder | $4,624 | $14,344-67.8% | $13,129-64.8% | $12,270-62.3% |