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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 | $592,310 | $111,814+429.7% | $103,378+473.0% | $145,978+305.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.02% | 24.80%-15.8pp | 24.91%-15.9pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,491 | $4,215-64.6% | $3,870-61.5% | $4,662-68.0% |
| Participant deferral / active EE | $4,187 | $5,618-25.5% | $5,058-17.2% | $6,690-37.4% |
| Admin fee / account holder | $888 | $9,764-90.9% | $8,401-89.4% | $13,400-93.4% |