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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 | $124,425+153.1% | $112,040+181.0% | $137,256+129.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 9.42% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,915 | $3,411-43.9% | $2,954-35.2% | $4,156-53.9% |
| Participant deferral / active EE | $4,434 | $5,718-22.5% | $5,098-13.0% | $6,407-30.8% |
| Admin fee / account holder | $2,188 | $15,207-85.6% | $12,098-81.9% | $12,270-82.2% |