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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 | $310,675 | $155,555+99.7% | $146,866+111.5% | $155,188+100.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 6.02% | 115.41%-109.4pp | 102.85%-96.8pp | 148.84%-142.8pp |
| Employer contribution / active EE | $3,289 | $4,647-29.2% | $4,425-25.7% | $4,248-22.6% |
| Participant deferral / active EE | $12,157 | $8,044+51.1% | $7,759+56.7% | $6,531+86.1% |
| Admin fee / account holder | $4,927 | $14,755-66.6% | $13,620-63.8% | $14,480-66.0% |