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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 | $106,524+137.3% | $152,301+65.9% | $87,485+188.9% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 11.04% | 26.89%-15.9pp | 80.50%-69.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $5,267 | $3,371+56.2% | $4,624+13.9% | $2,596+102.9% |
| Participant deferral / active EE | $9,089 | $6,525+39.3% | $8,004+13.6% | $4,274+112.7% |
| Admin fee / account holder | $10,837 | $8,287+30.8% | $14,398-24.7% | $7,775+39.4% |