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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 | $308,921 | $114,013+171.0% | $103,693+197.9% | $155,188+99.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 5.77% | 49.31%-43.5pp | 47.61%-41.8pp | 148.84%-143.1pp |
| Employer contribution / active EE | $849 | $3,131-72.9% | $2,920-70.9% | $4,248-80.0% |
| Participant deferral / active EE | $1,853 | $4,970-62.7% | $4,579-59.5% | $6,531-71.6% |
| Admin fee / account holder | $1,712 | $8,407-79.6% | $7,858-78.2% | $14,480-88.2% |