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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 | $275,083 | $165,381+66.3% | $149,730+83.7% | $158,966+73.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.98% | 348.29%-342.3pp | 276.70%-270.7pp | 302.95%-297.0pp |
| Employer contribution / active EE | $1,866 | $5,104-63.4% | $4,645-59.8% | $4,762-60.8% |
| Participant deferral / active EE | $5,126 | $7,182-28.6% | $6,843-25.1% | $5,983-14.3% |
| Admin fee / account holder | $1,017 | $10,809-90.6% | $9,310-89.1% | $11,250-91.0% |