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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 | $376,869 | $117,895+219.7% | $102,460+267.8% | $145,897+158.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.33% | 31.92%-25.6pp | 29.47%-23.1pp | 552.29%-546.0pp |
| Employer contribution / active EE | $2,616 | $3,619-27.7% | $3,025-13.5% | $4,663-43.9% |
| Participant deferral / active EE | $2,730 | $5,736-52.4% | $5,056-46.0% | $6,689-59.2% |
| Admin fee / account holder | $11,651 | $13,353-12.7% | $9,460+23.2% | $13,390-13.0% |