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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 | $397,306 | $106,749+272.2% | $145,433+173.2% | $82,448+381.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.55% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,061 | $3,444+17.9% | $4,554-10.8% | $2,551+59.2% |
| Participant deferral / active EE | $14,621 | $6,519+124.3% | $7,897+85.1% | $4,139+253.2% |
| Admin fee / account holder | $12,052 | $8,390+43.7% | $13,129-8.2% | $7,234+66.6% |