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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 | $92,811+203.1% | $238,191+18.1% | $86,983+223.4% |
| Participation rate | 82.1% | 69.3%+12.7pp | 77.1%+5.0pp | 69.5%+12.5pp |
| Annual return | 8.55% | 16.16%-7.6pp | 13.02%-4.5pp | 25.83%-17.3pp |
| Employer contribution / active EE | $3,793 | $2,728+39.0% | $5,082-25.4% | $2,584+46.8% |
| Participant deferral / active EE | $7,562 | $4,479+68.8% | $6,726+12.4% | $4,194+80.3% |
| Admin fee / account holder | $49,654 | $9,177+441.1% | $34,582+43.6% | $7,856+532.1% |