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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 | $264,684 | $181,896+45.5% | $156,551+69.1% | $273,972-3.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.37% | 30.74%-34.1pp | 32.23%-35.6pp | 41.46%-44.8pp |
| Employer contribution / active EE | $4,322 | $6,248-30.8% | $5,501-21.4% | $4,869-11.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,934 | $15,560+8.8% | $13,028+30.0% | $10,133+67.1% |