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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 | $78,690+350.4% | $161,489+119.5% | $87,485+305.1% |
| Participation rate | 91.2% | 67.5%+23.7pp | 78.7%+12.5pp | 68.9%+22.2pp |
| Annual return | 10.28% | 32.74%-22.5pp | 89.72%-79.4pp | 26.06%-15.8pp |
| Employer contribution / active EE | $12,274 | $2,588+374.2% | $4,268+187.6% | $2,596+372.7% |
| Participant deferral / active EE | $8,108 | $3,311+144.9% | $5,630+44.0% | $4,274+89.7% |
| Admin fee / account holder | $24,495 | $6,724+264.3% | $16,006+53.0% | $7,775+215.1% |