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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 | $280,810 | $98,766+184.3% | $149,730+87.5% | $79,852+251.7% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.7pp |
| Annual return | 11.76% | 27.43%-15.7pp | 276.70%-264.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $2,796 | $3,217-13.1% | $4,645-39.8% | $2,471+13.2% |
| Participant deferral / active EE | $8,281 | $5,681+45.8% | $6,843+21.0% | $3,740+121.4% |
| Admin fee / account holder | $28,904 | $6,052+377.6% | $9,310+210.4% | $5,306+444.7% |