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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 | $308,858 | $154,228+100.3% | $145,433+112.4% | $137,256+125.0% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 10.49% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,346 | $4,804-72.0% | $4,554-70.5% | $4,156-67.6% |
| Participant deferral / active EE | $4,424 | $8,216-46.2% | $7,897-44.0% | $6,407-31.0% |
| Admin fee / account holder | $29,266 | $14,344+104.0% | $13,129+122.9% | $12,270+138.5% |