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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 | $96,289+192.1% | $213,469+31.8% | $87,485+221.5% |
| Participation rate | 82.1% | 69.6%+12.5pp | 77.1%+4.9pp | 68.9%+13.1pp |
| Annual return | 8.55% | 17.78%-9.2pp | 20.58%-12.0pp | 26.06%-17.5pp |
| Employer contribution / active EE | $3,793 | $3,035+25.0% | $4,994-24.0% | $2,596+46.1% |
| Participant deferral / active EE | $7,562 | $4,750+59.2% | $6,841+10.5% | $4,274+76.9% |
| Admin fee / account holder | $49,654 | $9,670+413.5% | $27,141+82.9% | $7,775+538.7% |