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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 | $257,420 | $108,825+136.5% | $156,181+64.8% | $82,448+212.2% |
| Participation rate | 79.7% | 72.4%+7.3pp | 78.8%+0.8pp | 68.1%+11.6pp |
| Annual return | 12.21% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,465 | $2,870-14.1% | $4,294-42.6% | $2,551-3.4% |
| Participant deferral / active EE | $7,418 | $4,577+62.1% | $6,132+21.0% | $4,139+79.2% |
| Admin fee / account holder | $6,664 | $9,341-28.7% | $14,586-54.3% | $7,234-7.9% |