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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 | $301,169 | $100,970+198.3% | $96,576+211.8% | $137,256+119.4% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 8.30% | 38.16%-29.9pp | 38.47%-30.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $2,313 | $3,809-39.3% | $3,553-34.9% | $4,156-44.4% |
| Participant deferral / active EE | $10,407 | $8,286+25.6% | $7,956+30.8% | $6,407+62.4% |
| Admin fee / account holder | $373 | $11,312-96.7% | $11,381-96.7% | $12,270-97.0% |