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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 | $451,806 | $92,798+386.9% | $96,707+367.2% | $137,256+229.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 9.83% | 31.24%-21.4pp | 34.78%-25.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $5,025 | $4,147+21.2% | $4,191+19.9% | $4,156+20.9% |
| Participant deferral / active EE | $18,903 | $5,877+221.7% | $5,997+215.2% | $6,407+195.0% |
| Admin fee / account holder | $3,460 | $7,946-56.5% | $7,503-53.9% | $12,270-71.8% |