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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 | $388,126 | $213,785+81.6% | $185,441+109.3% | $155,188+150.1% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 5.20% | 19.97%-14.8pp | 20.16%-15.0pp | 148.84%-143.6pp |
| Employer contribution / active EE | $8,949 | $5,393+65.9% | $4,672+91.5% | $4,248+110.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,589 | $21,134-59.4% | $17,890-52.0% | $14,480-40.7% |