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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 | $293,150 | $99,345+195.1% | $84,753+245.9% | $273,972+7.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.50% | 22.93%-21.4pp | 22.78%-21.3pp | 41.46%-40.0pp |
| Employer contribution / active EE | $746 | $4,214-82.3% | $3,574-79.1% | $4,869-84.7% |
| Participant deferral / active EE | $1,670 | $4,270-60.9% | $3,712-55.0% | $5,287-68.4% |
| Admin fee / account holder | $1,302 | $6,645-80.4% | $5,333-75.6% | $10,133-87.2% |