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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 | $87,166+306.5% | $76,735+361.7% | $137,256+158.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 3.58% | 26.50%-22.9pp | 29.77%-26.2pp | 220.34%-216.8pp |
| Employer contribution / active EE | $5,290 | $2,904+82.2% | $2,454+115.6% | $4,156+27.3% |
| Participant deferral / active EE | $35,915 | $4,726+659.9% | $4,088+778.6% | $6,407+460.6% |
| Admin fee / account holder | $985 | $8,403-88.3% | $7,189-86.3% | $12,270-92.0% |