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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 | $254,519 | $124,425+104.6% | $112,040+127.2% | $137,256+85.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 5.72% | 24.72%-19.0pp | 24.52%-18.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,707 | $3,411-50.0% | $2,954-42.2% | $4,156-58.9% |
| Participant deferral / active EE | $3,604 | $5,718-37.0% | $5,098-29.3% | $6,407-43.8% |
| Admin fee / account holder | $24,421 | $15,207+60.6% | $12,098+101.9% | $12,270+99.0% |