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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 | $454,459 | $100,970+350.1% | $96,576+370.6% | $137,256+231.1% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 9.30% | 38.16%-28.9pp | 38.47%-29.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $5,442 | $3,809+42.9% | $3,553+53.2% | $4,156+30.9% |
| Participant deferral / active EE | $8,785 | $8,286+6.0% | $7,956+10.4% | $6,407+37.1% |
| Admin fee / account holder | $10,321 | $11,312-8.8% | $11,381-9.3% | $12,270-15.9% |