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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 | $335,472 | $162,967+105.9% | $135,792+147.0% | $138,895+141.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 8.58% | 30.08%-21.5pp | 25.96%-17.4pp | 145.39%-136.8pp |
| Employer contribution / active EE | $2,599 | $4,211-38.3% | $3,496-25.6% | $4,194-38.0% |
| Participant deferral / active EE | $16,706 | $5,640+196.2% | $4,759+251.0% | $6,396+161.2% |
| Admin fee / account holder | $787 | $15,306-94.9% | $12,266-93.6% | $12,562-93.7% |