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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 | $463,973 | $154,228+200.8% | $145,433+219.0% | $137,256+238.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 5.95% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $23,968 | $4,804+398.9% | $4,554+426.3% | $4,156+476.7% |
| Participant deferral / active EE | $15,191 | $8,216+84.9% | $7,897+92.4% | $6,407+137.1% |
| Admin fee / account holder | $14,127 | $14,344-1.5% | $13,129+7.6% | $12,270+15.1% |