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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 | $292,302 | $95,453+206.2% | $112,040+160.9% | $82,448+254.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 5.66% | 23.92%-18.3pp | 24.52%-18.9pp | 41.64%-36.0pp |
| Employer contribution / active EE | $54,004 | $2,318+2230.0% | $2,954+1728.2% | $2,551+2017.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,569 | $9,013+106.0% | $12,098+53.5% | $7,234+156.7% |