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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 | $316,408 | $184,014+71.9% | $161,149+96.3% | $138,895+127.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 7.44% | 21.52%-14.1pp | 21.16%-13.7pp | 145.39%-138.0pp |
| Employer contribution / active EE | $4,770 | $5,055-5.6% | $4,360+9.4% | $4,194+13.7% |
| Participant deferral / active EE | $13,100 | $6,909+89.6% | $6,153+112.9% | $6,396+104.8% |
| Admin fee / account holder | $9,701 | $18,027-46.2% | $15,194-36.2% | $12,562-22.8% |