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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 | $314,869 | $126,661+148.6% | $113,397+177.7% | $138,895+126.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 9.42% | 25.05%-15.6pp | 23.20%-13.8pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,915 | $3,456-44.6% | $2,977-35.7% | $4,194-54.3% |
| Participant deferral / active EE | $4,434 | $5,693-22.1% | $5,076-12.7% | $6,396-30.7% |
| Admin fee / account holder | $2,188 | $14,549-85.0% | $11,957-81.7% | $12,562-82.6% |