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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 | $354,388 | $86,050+311.8% | $189,758+86.8% | $94,015+276.9% |
| Participation rate | 91.2% | 68.9%+22.3pp | 79.8%+11.4pp | 70.8%+20.4pp |
| Annual return | 10.28% | 17.77%-7.5pp | 52.62%-42.3pp | 17.84%-7.6pp |
| Employer contribution / active EE | $12,274 | $2,819+335.3% | $4,767+157.5% | $2,790+339.9% |
| Participant deferral / active EE | $8,108 | $3,349+142.1% | $5,856+38.5% | $4,249+90.8% |
| Admin fee / account holder | $24,495 | $6,627+269.6% | $20,388+20.1% | $8,951+173.7% |