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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 | $342,173 | $112,729+203.5% | $98,716+246.6% | $137,256+149.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 8.17% | 38.48%-30.3pp | 31.81%-23.6pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,496 | $2,725-8.4% | $2,279+9.6% | $4,156-39.9% |
| Participant deferral / active EE | $9,069 | $4,640+95.4% | $4,048+124.1% | $6,407+41.6% |
| Admin fee / account holder | $14,082 | $10,129+39.0% | $8,703+61.8% | $12,270+14.8% |