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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 | $288,458 | $70,366+309.9% | $66,674+332.6% | $138,895+107.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 12.86% | 386.41%-373.6pp | 321.24%-308.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,809 | $2,765-34.6% | $2,620-31.0% | $4,194-56.9% |
| Participant deferral / active EE | $8,202 | $4,374+87.5% | $4,084+100.8% | $6,396+28.2% |
| Admin fee / account holder | $3,747 | $5,262-28.8% | $5,098-26.5% | $12,562-70.2% |