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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 | $256,520 | $87,166+194.3% | $76,735+234.3% | $137,256+86.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 10.21% | 26.50%-16.3pp | 29.77%-19.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,750 | $2,904-39.8% | $2,454-28.7% | $4,156-57.9% |
| Participant deferral / active EE | $6,007 | $4,726+27.1% | $4,088+46.9% | $6,407-6.2% |
| Admin fee / account holder | $8,802 | $8,403+4.8% | $7,189+22.4% | $12,270-28.3% |