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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 | $281,286 | $92,041+205.6% | $299,830-6.2% | $94,015+199.2% |
| Participation rate | 82.1% | 71.4%+10.6pp | 78.5%+3.5pp | 70.8%+11.2pp |
| Annual return | 8.55% | 15.24%-6.7pp | 10.58%-2.0pp | 17.84%-9.3pp |
| Employer contribution / active EE | $3,793 | $2,506+51.4% | $5,842-35.1% | $2,790+36.0% |
| Participant deferral / active EE | $7,562 | $4,287+76.4% | $7,038+7.4% | $4,249+78.0% |
| Admin fee / account holder | $49,654 | $8,997+451.9% | $50,982-2.6% | $8,951+454.7% |