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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 | $102,609+342.9% | $98,090+363.3% | $138,895+227.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 81.5%+6.0pp | 79.9%+7.6pp |
| Annual return | 9.30% | 36.44%-27.1pp | 37.05%-27.8pp | 145.39%-136.1pp |
| Employer contribution / active EE | $5,442 | $3,867+40.7% | $3,606+50.9% | $4,194+29.7% |
| Participant deferral / active EE | $8,785 | $8,167+7.6% | $7,845+12.0% | $6,396+37.3% |
| Admin fee / account holder | $10,321 | $11,434-9.7% | $11,815-12.6% | $12,562-17.8% |