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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 | $286,544 | $127,298+125.1% | $109,916+160.7% | $167,553+71.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 4.25% | 22.97%-18.7pp | 29.46%-25.2pp | 478.89%-474.6pp |
| Employer contribution / active EE | $2,626 | $3,325-21.0% | $2,844-7.7% | $4,840-45.8% |
| Participant deferral / active EE | $13,000 | $4,513+188.1% | $4,047+221.2% | $6,343+105.0% |
| Admin fee / account holder | $6,116 | $7,119-14.1% | $6,069+0.8% | $12,316-50.3% |