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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 | $99,053+175.2% | $88,179+209.2% | $138,895+96.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 5.76% | 78.17%-72.4pp | 64.97%-59.2pp | 145.39%-139.6pp |
| Employer contribution / active EE | $1,034 | $2,882-64.1% | $2,549-59.4% | $4,194-75.3% |
| Participant deferral / active EE | $7,909 | $5,225+51.4% | $4,614+71.4% | $6,396+23.7% |
| Admin fee / account holder | $13,337 | $8,748+52.4% | $7,673+73.8% | $12,562+6.2% |