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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 | $107,666+179.7% | $102,184+194.7% | $154,746+94.6% |
| Participation rate | 70.0% | 83.7%-13.7pp | 82.6%-12.6pp | 80.7%-10.7pp |
| Annual return | 8.30% | 29.33%-21.0pp | 31.58%-23.3pp | 172.34%-164.0pp |
| Employer contribution / active EE | $2,313 | $3,846-39.9% | $3,594-35.6% | $4,379-47.2% |
| Participant deferral / active EE | $10,407 | $8,719+19.4% | $8,309+25.2% | $6,730+54.6% |
| Admin fee / account holder | $373 | $12,943-97.1% | $11,609-96.8% | $14,365-97.4% |