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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 | $484,309 | $199,109+143.2% | $173,730+178.8% | $154,746+213.0% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.6%+2.2pp | 80.7%+1.1pp |
| Annual return | 4.28% | 20.02%-15.7pp | 19.96%-15.7pp | 172.34%-168.1pp |
| Employer contribution / active EE | $3,005 | $5,311-43.4% | $4,577-34.3% | $4,379-31.4% |
| Participant deferral / active EE | $9,041 | $7,113+27.1% | $6,326+42.9% | $6,730+34.3% |
| Admin fee / account holder | $7,481 | $20,916-64.2% | $17,523-57.3% | $14,365-47.9% |