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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 | $435,508 | $124,425+250.0% | $112,040+288.7% | $137,256+217.3% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 4.94% | 24.72%-19.8pp | 24.52%-19.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $1,800 | $3,411-47.2% | $2,954-39.1% | $4,156-56.7% |
| Participant deferral / active EE | $4,955 | $5,718-13.4% | $5,098-2.8% | $6,407-22.7% |
| Admin fee / account holder | $13,757 | $15,207-9.5% | $12,098+13.7% | $12,270+12.1% |