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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 | $253,897 | $95,453+166.0% | $112,040+126.6% | $82,448+207.9% |
| Participation rate | 81.4% | 72.8%+8.6pp | 76.5%+4.9pp | 68.1%+13.3pp |
| Annual return | 12.07% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,050 | $2,318-54.7% | $2,954-64.4% | $2,551-58.8% |
| Participant deferral / active EE | $4,162 | $4,224-1.5% | $5,098-18.4% | $4,139+0.5% |
| Admin fee / account holder | $28,870 | $9,013+220.3% | $12,098+138.6% | $7,234+299.1% |