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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 | $252,733 | $106,749+136.8% | $145,433+73.8% | $82,448+206.5% |
| Participation rate | 84.0% | 75.6%+8.4pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 11.04% | 27.59%-16.6pp | 66.58%-55.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $5,267 | $3,444+52.9% | $4,554+15.6% | $2,551+106.5% |
| Participant deferral / active EE | $9,089 | $6,519+39.4% | $7,897+15.1% | $4,139+119.6% |
| Admin fee / account holder | $10,837 | $8,390+29.2% | $13,129-17.5% | $7,234+49.8% |