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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 | $97,289+367.1% | $92,805+389.7% | $155,188+192.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 83.5%+4.0pp | 80.8%+6.7pp |
| Annual return | 9.30% | 29.03%-19.7pp | 31.59%-22.3pp | 148.84%-139.5pp |
| Employer contribution / active EE | $5,442 | $3,632+49.8% | $3,424+58.9% | $4,248+28.1% |
| Participant deferral / active EE | $8,785 | $8,795-0.1% | $8,448+4.0% | $6,531+34.5% |
| Admin fee / account holder | $10,321 | $12,015-14.1% | $10,911-5.4% | $14,480-28.7% |