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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 | $364,164 | $154,228+136.1% | $145,433+150.4% | $137,256+165.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 10.24% | 74.59%-64.4pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $4,639 | $4,804-3.4% | $4,554+1.9% | $4,156+11.6% |
| Participant deferral / active EE | $11,094 | $8,216+35.0% | $7,897+40.5% | $6,407+73.2% |
| Admin fee / account holder | $17,741 | $14,344+23.7% | $13,129+35.1% | $12,270+44.6% |