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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 | $305,802 | $153,769+98.9% | $133,975+128.3% | $273,972+11.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.08% | 36.51%-35.4pp | 29.29%-28.2pp | 41.46%-40.4pp |
| Employer contribution / active EE | $4,802 | $6,029-20.4% | $5,211-7.9% | $4,869-1.4% |
| Participant deferral / active EE | $19,207 | $6,958+176.0% | $6,282+205.8% | $5,287+263.3% |
| Admin fee / account holder | $1,400 | $11,765-88.1% | $9,324-85.0% | $10,133-86.2% |