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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 | $253,716 | $89,364+183.9% | $141,177+79.7% | $72,983+247.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 15.78% | 111.86%-96.1pp | 71.40%-55.6pp | 81.01%-65.2pp |
| Employer contribution / active EE | $3,016 | $3,115-3.2% | $4,736-36.3% | $2,440+23.6% |
| Participant deferral / active EE | $9,019 | $5,419+66.4% | $6,710+34.4% | $3,608+150.0% |
| Admin fee / account holder | $6,276 | $5,959+5.3% | $10,263-38.9% | $5,124+22.5% |