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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 | $390,131 | $124,425+213.5% | $112,040+248.2% | $137,256+184.2% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 7.99% | 24.72%-16.7pp | 24.52%-16.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $3,327 | $3,411-2.5% | $2,954+12.6% | $4,156-19.9% |
| Participant deferral / active EE | $6,823 | $5,718+19.3% | $5,098+33.8% | $6,407+6.5% |
| Admin fee / account holder | $45,663 | $15,207+200.3% | $12,098+277.4% | $12,270+272.1% |