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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 | $267,165 | $124,330+114.9% | $109,173+144.7% | $167,536+59.5% |
| Participation rate | 82.4% | 79.5%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 8.70% | 26.04%-17.3pp | 25.75%-17.1pp | 478.82%-470.1pp |
| Employer contribution / active EE | $12,676 | $4,209+201.2% | $3,723+240.5% | $4,839+162.0% |
| Participant deferral / active EE | $7,514 | $5,256+42.9% | $4,654+61.5% | $6,342+18.5% |
| Admin fee / account holder | $6,150 | $7,974-22.9% | $6,755-9.0% | $12,315-50.1% |