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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 | $272,637 | $108,882+150.4% | $96,754+181.8% | $154,746+76.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 5.76% | 98.39%-92.6pp | 82.04%-76.3pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,034 | $3,018-65.7% | $2,679-61.4% | $4,379-76.4% |
| Participant deferral / active EE | $7,909 | $5,323+48.6% | $4,758+66.2% | $6,730+17.5% |
| Admin fee / account holder | $13,337 | $10,200+30.7% | $8,905+49.8% | $14,365-7.2% |