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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 | $337,320 | $183,516+83.8% | $155,534+116.9% | $145,884+131.2% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 7.70% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,124 | $5,315-60.0% | $4,675-54.6% | $4,662-54.4% |
| Participant deferral / active EE | $8,940 | $6,467+38.3% | $5,630+58.8% | $6,690+33.6% |
| Admin fee / account holder | $6,258 | $19,293-67.6% | $15,900-60.6% | $13,392-53.3% |