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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 | $268,526 | $126,661+112.0% | $113,397+136.8% | $138,895+93.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.24% | 25.05%-16.8pp | 23.20%-15.0pp | 145.39%-137.2pp |
| Employer contribution / active EE | $13,765 | $3,456+298.3% | $2,977+362.4% | $4,194+228.2% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,447 | $14,549-55.7% | $11,957-46.1% | $12,562-48.7% |