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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 | $291,687 | $72,486+302.4% | $87,103+234.9% | $72,976+299.7% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 13.79% | 24.46%-10.7pp | 28.19%-14.4pp | 81.02%-67.2pp |
| Employer contribution / active EE | $3,172 | $1,894+67.5% | $2,521+25.8% | $2,440+30.0% |
| Participant deferral / active EE | $10,539 | $3,270+222.3% | $4,049+160.3% | $3,608+192.1% |
| Admin fee / account holder | $3,514 | $5,055-30.5% | $7,491-53.1% | $5,124-31.4% |