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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 | $263,424 | $123,793+112.8% | $177,840+48.1% | $79,852+229.9% |
| Participation rate | 74.2% | 84.7%-10.5pp | 87.7%-13.5pp | 69.6%+4.6pp |
| Annual return | 10.77% | 22.82%-12.0pp | 48.32%-37.6pp | 31.72%-20.9pp |
| Employer contribution / active EE | $10,259 | $4,095+150.5% | $5,919+73.3% | $2,471+315.1% |
| Participant deferral / active EE | $7,703 | $5,956+29.3% | $7,714-0.1% | $3,740+105.9% |
| Admin fee / account holder | $2,922 | $7,243-59.7% | $12,431-76.5% | $5,306-44.9% |