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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 | $100,784+179.1% | $191,597+46.8% | $82,637+240.4% |
| Participation rate | 82.1% | 70.5%+11.6pp | 76.9%+5.1pp | 68.1%+14.0pp |
| Annual return | 8.55% | 18.13%-9.6pp | 27.07%-18.5pp | 53.51%-45.0pp |
| Employer contribution / active EE | $3,793 | $3,102+22.3% | $5,025-24.5% | $2,552+48.6% |
| Participant deferral / active EE | $7,562 | $4,937+53.2% | $6,850+10.4% | $4,126+83.3% |
| Admin fee / account holder | $49,654 | $10,062+393.5% | $22,799+117.8% | $7,339+576.6% |