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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 | $102,609+164.3% | $98,090+176.5% | $138,895+95.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 81.5%+4.2pp | 79.9%+5.8pp |
| Annual return | 5.25% | 36.44%-31.2pp | 37.05%-31.8pp | 145.39%-140.1pp |
| Employer contribution / active EE | $2,440 | $3,867-36.9% | $3,606-32.3% | $4,194-41.8% |
| Participant deferral / active EE | $12,677 | $8,167+55.2% | $7,845+61.6% | $6,396+98.2% |
| Admin fee / account holder | $2,584 | $11,434-77.4% | $11,815-78.1% | $12,562-79.4% |