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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 | $271,186 | $100,970+168.6% | $96,576+180.8% | $137,256+97.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 5.25% | 38.16%-32.9pp | 38.47%-33.2pp | 220.34%-215.1pp |
| Employer contribution / active EE | $2,440 | $3,809-36.0% | $3,553-31.3% | $4,156-41.3% |
| Participant deferral / active EE | $12,677 | $8,286+53.0% | $7,956+59.3% | $6,407+97.9% |
| Admin fee / account holder | $2,584 | $11,312-77.2% | $11,381-77.3% | $12,270-78.9% |