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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 | $418,284 | $184,014+127.3% | $161,149+159.6% | $138,895+201.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 9.46% | 21.52%-12.1pp | 21.16%-11.7pp | 145.39%-135.9pp |
| Employer contribution / active EE | $2,083 | $5,055-58.8% | $4,360-52.2% | $4,194-50.3% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,930 | $18,027-11.6% | $15,194+4.8% | $12,562+26.8% |