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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 | $162,136+62.9% | $152,301+73.4% | $154,746+70.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 11.35% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,200 | $4,890-55.0% | $4,624-52.4% | $4,379-49.8% |
| Participant deferral / active EE | $7,215 | $8,341-13.5% | $8,004-9.9% | $6,730+7.2% |
| Admin fee / account holder | $4,624 | $15,759-70.7% | $14,398-67.9% | $14,365-67.8% |