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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 | $281,761 | $124,425+126.5% | $112,040+151.5% | $137,256+105.3% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 7.52% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $2,497 | $3,411-26.8% | $2,954-15.5% | $4,156-39.9% |
| Participant deferral / active EE | $4,957 | $5,718-13.3% | $5,098-2.8% | $6,407-22.6% |
| Admin fee / account holder | $19,544 | $15,207+28.5% | $12,098+61.5% | $12,270+59.3% |