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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 | $354,311 | $107,733+228.9% | $92,985+281.0% | $154,746+129.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 3.58% | 30.39%-26.8pp | 27.99%-24.4pp | 172.34%-168.8pp |
| Employer contribution / active EE | $5,290 | $3,126+69.2% | $2,662+98.7% | $4,379+20.8% |
| Participant deferral / active EE | $35,915 | $5,053+610.8% | $4,377+720.6% | $6,730+433.6% |
| Admin fee / account holder | $985 | $11,369-91.3% | $9,463-89.6% | $14,365-93.1% |