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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 | $136,860+86.0% | $120,344+111.5% | $154,746+64.5% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 5.72% | 21.38%-15.7pp | 20.30%-14.6pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,707 | $3,533-51.7% | $3,020-43.5% | $4,379-61.0% |
| Participant deferral / active EE | $3,604 | $5,793-37.8% | $5,135-29.8% | $6,730-46.5% |
| Admin fee / account holder | $24,421 | $15,393+58.7% | $12,742+91.7% | $14,365+70.0% |