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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 | $271,903 | $201,344+35.0% | $184,243+47.6% | $145,877+86.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.92% | 29.01%-23.1pp | 28.82%-22.9pp | 551.28%-545.4pp |
| Employer contribution / active EE | $4,718 | $7,022-32.8% | $6,427-26.6% | $4,663+1.2% |
| Participant deferral / active EE | $10,082 | $9,807+2.8% | $9,132+10.4% | $6,691+50.7% |
| Admin fee / account holder | $2,947 | $16,382-82.0% | $13,914-78.8% | $13,402-78.0% |