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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 | $115,225+197.0% | $100,712+239.8% | $138,895+146.4% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 8.17% | 40.35%-32.2pp | 33.27%-25.1pp | 145.39%-137.2pp |
| Employer contribution / active EE | $2,496 | $2,771-9.9% | $2,313+7.9% | $4,194-40.5% |
| Participant deferral / active EE | $9,069 | $4,699+93.0% | $4,085+122.0% | $6,396+41.8% |
| Admin fee / account holder | $14,082 | $10,844+29.9% | $9,256+52.1% | $12,562+12.1% |