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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 | $266,301 | $199,109+33.7% | $173,730+53.3% | $154,746+72.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.47% | 20.02%-13.6pp | 19.96%-13.5pp | 172.34%-165.9pp |
| Employer contribution / active EE | $4,913 | $5,311-7.5% | $4,577+7.3% | $4,379+12.2% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,500 | $20,916-45.0% | $17,523-34.4% | $14,365-19.9% |