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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 | $270,771 | $315,200-14.1% | $238,191+13.7% | $155,188+74.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 0.89% | 10.25%-9.4pp | 13.02%-12.1pp | 148.84%-147.9pp |
| Employer contribution / active EE | $5,600 | $6,383-12.3% | $5,082+10.2% | $4,248+31.8% |
| Participant deferral / active EE | $7,600 | $8,044-5.5% | $6,726+13.0% | $6,531+16.4% |
| Admin fee / account holder | $3,411 | $48,031-92.9% | $34,582-90.1% | $14,480-76.4% |