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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 | $88,996+298.1% | $78,004+354.2% | $138,895+155.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 3.58% | 28.03%-24.5pp | 31.07%-27.5pp | 145.39%-141.8pp |
| Employer contribution / active EE | $5,290 | $2,917+81.4% | $2,469+114.3% | $4,194+26.1% |
| Participant deferral / active EE | $35,915 | $4,724+660.3% | $4,092+777.8% | $6,396+461.5% |
| Admin fee / account holder | $985 | $8,807-88.8% | $7,578-87.0% | $12,562-92.2% |