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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 | $295,361 | $88,707+233.0% | $74,184+298.1% | $273,972+7.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.14% | 11.94%-11.8pp | 17.74%-17.6pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,722 | $3,159-13.8% | $2,370+14.9% | $4,869-44.1% |
| Participant deferral / active EE | $8,814 | $4,212+109.3% | $3,550+148.3% | $5,287+66.7% |
| Admin fee / account holder | $8,809 | $8,717+1.1% | $5,586+57.7% | $10,133-13.1% |