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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 | $264,449 | $184,014+43.7% | $161,149+64.1% | $138,895+90.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.85% | 21.52%-12.7pp | 21.16%-12.3pp | 145.39%-136.5pp |
| Employer contribution / active EE | $14,413 | $5,055+185.1% | $4,360+230.6% | $4,194+243.6% |
| Participant deferral / active EE | $4,510 | $6,909-34.7% | $6,153-26.7% | $6,396-29.5% |
| Admin fee / account holder | $5,499 | $18,027-69.5% | $15,194-63.8% | $12,562-56.2% |